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Regent Peak Wealth Advisors’s HEICO Corp HEI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-125
Closed -$17K – 503
2020
Q4 		$17K Buy
+125
New +$15.2K 0.01% 482

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State Street
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RP
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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CS
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Fisher Asset Management
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Bessemer Group
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Regent Peak Wealth Advisors's HEI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of HEICO Corp (HEI) in Q1 2021, closing a stake of 125 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in HEI in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 425 funds tracked by Wall St. Rank hold HEI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining HEICO Corp position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 125 HEICO Corp shares in Q1 2021, an estimated $17K.
  • Regent Peak Wealth Advisors first reported a position in HEICO Corp in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's HEICO Corp position peaked at $17K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.