TWA
HEES

TCI Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

TCI Wealth Advisors’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-151
Closed -$6.68K – 1059
2023
Q1 		$6.68K Hold
151
– – ﹤0.01% 1331
2022
Q4 		$6.86K Hold
151
– – ﹤0.01% 1325
2022
Q3 		$4K Hold
151
– – ﹤0.01% 1609
2022
Q2 		$4K Buy
+151
New +$5.3K ﹤0.01% 1625
2022
Q1 		– Sell
-130
Closed -$6K – 2310
2021
Q4 		$6K Buy
+130
New +$5.67K ﹤0.01% 1537

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's HEES Position: Q2 2023 in Review

TCI Wealth Advisors sold out of H&E Equipment Services (HEES) in Q2 2023, closing a stake of 151 shares — an estimated $6.68K sold.

TCI Wealth Advisors first reported a position in HEES in Q4 2021 and held it in 5 quarters. The position peaked at $6.86K in Q4 2022. 195 funds tracked by Wall St. Rank hold HEES as of Q2 2023.

  • TCI Wealth Advisors reported no remaining H&E Equipment Services position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 151 H&E Equipment Services shares in Q2 2023, an estimated $6.68K.
  • TCI Wealth Advisors first reported a position in H&E Equipment Services in Q4 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's H&E Equipment Services position peaked at $6.86K in Q4 2022.
  • 195 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.