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Sigma Planning Corp’s HEICO Corp HEI Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-1,800
Closed -$226K – 1449
2021
Q1 		$226K Hold
1,800
– – 0.01% 1142
2020
Q4 		$238K Buy
+1,800
New +$220K 0.01% 1006
2020
Q3 		– Sell
-3,198
Closed -$319K – 1108
2020
Q2 		$319K Buy
3,198
+283
+10% +$26.1K 0.01% 758
2020
Q1 		$217K Buy
2,915
+1
+0% +$109 0.01% 757
2019
Q4 		$333K Buy
2,914
+25
+0.9% +$3.08K 0.01% 748
2019
Q3 		$361K Sell
2,889
-41
-1% -$5.61K 0.02% 696
2019
Q2 		$392K Buy
2,930
+234
+9% +$26K 0.02% 631
2019
Q1 		$256K Buy
+2,696
New +$235K 0.01% 745

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sigma Planning Corp's HEI Position: Q2 2021 in Review

Sigma Planning Corp sold out of HEICO Corp (HEI) in Q2 2021, closing a stake of 1,800 shares — an estimated $226K sold.

Sigma Planning Corp first reported a position in HEI in Q1 2019 and held it in 8 quarters. The position peaked at $392K in Q2 2019. 423 funds tracked by Wall St. Rank hold HEI as of Q2 2021.

  • Sigma Planning Corp reported no remaining HEICO Corp position as of Q2 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 1,800 HEICO Corp shares in Q2 2021, an estimated $226K.
  • Sigma Planning Corp first reported a position in HEICO Corp in Q1 2019 and held it in 8 quarters.
  • Sigma Planning Corp's HEICO Corp position peaked at $392K in Q2 2019.
  • 423 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2021.

Based on Sigma Planning Corp's 13F filing for Q2 2021, filed 13 Aug 2021.