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Selective Wealth Management’s HEICO Corp HEI Stock Holding History

Selective Wealth Management’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
2022
Q2 		– Sell
-24
Closed -$4K – 795
2022
Q1 		$4K Sell
24
-93
-79% -$13.5K ﹤0.01% 609
2021
Q4 		$17K Hold
117
– – 0.01% 427
2021
Q3 		$15K Buy
117
+93
+388% +$12.2K 0.01% 391
2021
Q2 		$3K Buy
+24
New +$3.31K ﹤0.01% 439

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Selective Wealth Management's HEI Position: Q2 2022 in Review

Selective Wealth Management sold out of HEICO Corp (HEI) in Q2 2022, closing a stake of 24 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in HEI in Q2 2021 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 417 funds tracked by Wall St. Rank hold HEI as of Q2 2022.

  • Selective Wealth Management reported no remaining HEICO Corp position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 24 HEICO Corp shares in Q2 2022, an estimated $4K.
  • Selective Wealth Management first reported a position in HEICO Corp in Q2 2021 and held it in 4 quarters.
  • Selective Wealth Management's HEICO Corp position peaked at $17K in Q4 2021.
  • 417 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.