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SYSTM Wealth Solutions’s HEICO Corp HEI Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-481
Closed -$91.9K – 796
2024
Q1 		$91.9K Hold
481
– – 0.01% 488
2023
Q4 		$86K Buy
+481
New +$81.4K 0.01% 478

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's HEI Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of HEICO Corp (HEI) in Q2 2024, closing a stake of 481 shares — an estimated $91.9K sold.

SYSTM Wealth Solutions first reported a position in HEI in Q4 2023 and held it in 2 quarters. The position peaked at $91.9K in Q1 2024. 549 funds tracked by Wall St. Rank hold HEI as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining HEICO Corp position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 481 HEICO Corp shares in Q2 2024, an estimated $91.9K.
  • SYSTM Wealth Solutions first reported a position in HEICO Corp in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's HEICO Corp position peaked at $91.9K in Q1 2024.
  • 549 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.