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Wealthcare Capital Management’s HEICO Corp HEI Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-6
Closed -$1K – 323
2021
Q1 		$1K Buy
+6
New +$771 ﹤0.01% 679

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CS
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Wealthcare Capital Management's HEI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of HEICO Corp (HEI) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in HEI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 423 funds tracked by Wall St. Rank hold HEI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining HEICO Corp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 6 HEICO Corp shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in HEICO Corp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's HEICO Corp position peaked at $1K in Q1 2021.
  • 423 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.