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Tradition Wealth Management’s HEICO Corp HEI Stock Holding History

Tradition 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
2024
Q1 		– Sell
-50
Closed -$9K – 731
2023
Q4 		$9K Hold
50
– – ﹤0.01% 1021
2023
Q3 		$8K Hold
50
– – ﹤0.01% 1060
2023
Q2 		$9K Hold
50
– – ﹤0.01% 1063
2023
Q1 		$9K Hold
50
– – ﹤0.01% 1021
2022
Q4 		$8K Hold
50
– – ﹤0.01% 945
2022
Q3 		$7K Buy
+50
New +$7.5K ﹤0.01% 1004

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tradition Wealth Management's HEI Position: Q1 2024 in Review

Tradition Wealth Management sold out of HEICO Corp (HEI) in Q1 2024, closing a stake of 50 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in HEI in Q3 2022 and held it in 6 quarters. The position peaked at $9K in Q4 2023. 518 funds tracked by Wall St. Rank hold HEI as of Q1 2024.

  • Tradition Wealth Management reported no remaining HEICO Corp position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 50 HEICO Corp shares in Q1 2024, an estimated $9K.
  • Tradition Wealth Management first reported a position in HEICO Corp in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's HEICO Corp position peaked at $9K in Q4 2023.
  • 518 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.