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TCI Wealth Advisors’s HEICO Corp HEI Stock Holding History

TCI 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
2023
Q2 		– Sell
-57
Closed -$9.75K – 1061
2023
Q1 		$9.75K Buy
57
+2
+4% +$337 ﹤0.01% 1105
2022
Q4 		$8.45K Sell
55
-10
-15% -$1.56K ﹤0.01% 1185
2022
Q3 		$9K Buy
65
+1
+2% +$150 ﹤0.01% 1070
2022
Q2 		$8K Hold
64
– – ﹤0.01% 1154
2022
Q1 		$10K Buy
64
+4
+7% +$581 ﹤0.01% 1092
2021
Q4 		$9K Buy
60
+18
+43% +$2.54K ﹤0.01% 1259
2021
Q3 		$6K Buy
42
+7
+20% +$922 ﹤0.01% 1463
2021
Q2 		$5K Hold
35
– – ﹤0.01% 1442
2021
Q1 		$4K Buy
35
+4
+13% +$514 ﹤0.01% 1375
2020
Q4 		$4K Sell
31
-5
-14% -$610 ﹤0.01% 967
2020
Q3 		$4K Hold
36
– – ﹤0.01% 849
2020
Q2 		$4K Sell
36
-4
-10% -$369 ﹤0.01% 809
2020
Q1 		$3K Buy
40
+4
+11% +$437 ﹤0.01% 869
2019
Q4 		$4K Sell
36
-10
-22% -$1.23K ﹤0.01% 917
2019
Q3 		$6K Buy
46
+8
+21% +$1.09K ﹤0.01% 756
2019
Q2 		$5K Sell
38
-5
-12% -$556 ﹤0.01% 768
2019
Q1 		$4K Hold
43
– – ﹤0.01% 845
2018
Q4 		$3K Hold
43
– – ﹤0.01% 895
2018
Q3 		$4K Hold
43
– – ﹤0.01% 846
2018
Q2 		$3K Buy
+43
New +$3.12K ﹤0.01% 941

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCI Wealth Advisors sold out of HEICO Corp (HEI) in Q2 2023, closing a stake of 57 shares — an estimated $9.75K sold.

TCI Wealth Advisors first reported a position in HEI in Q2 2018 and held it in 20 quarters. The position peaked at $10K in Q1 2022. 473 funds tracked by Wall St. Rank hold HEI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining HEICO Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 57 HEICO Corp shares in Q2 2023, an estimated $9.75K.
  • TCI Wealth Advisors first reported a position in HEICO Corp in Q2 2018 and held it in 20 quarters.
  • TCI Wealth Advisors's HEICO Corp position peaked at $10K in Q1 2022.
  • 473 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2023.

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