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Tower View Wealth Management’s HEICO Corp HEI Stock Holding History

Tower View 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
2021
Q1 		– Sell
-56
Closed -$7K – 200
2020
Q4 		$7K Hold
56
– – ﹤0.01% 147
2020
Q3 		$6K Hold
56
– – ﹤0.01% 127
2020
Q2 		$6K Buy
+56
New +$5.17K ﹤0.01% 120

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Tower View Wealth Management's HEI Position: Q1 2021 in Review

Tower View Wealth Management sold out of HEICO Corp (HEI) in Q1 2021, closing a stake of 56 shares — an estimated $7K sold.

Tower View Wealth Management first reported a position in HEI in Q2 2020 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 425 funds tracked by Wall St. Rank hold HEI as of Q1 2021.

  • Tower View Wealth Management reported no remaining HEICO Corp position as of Q1 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 56 HEICO Corp shares in Q1 2021, an estimated $7K.
  • Tower View Wealth Management first reported a position in HEICO Corp in Q2 2020 and held it in 3 quarters.
  • Tower View Wealth Management's HEICO Corp position peaked at $7K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2021.

Based on Tower View Wealth Management's 13F filing for Q1 2021, filed 23 Apr 2021.