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Wealthspire Advisors (Maryland)’s HEICO Corp HEI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-1,893
Closed -$216K – 464
2019
Q4 		$216K Buy
1,893
+43
+2% +$5.29K 0.01% 453
2019
Q3 		$231K Buy
1,850
+8
+0.4% +$1.09K 0.02% 404
2019
Q2 		$246K Hold
1,842
– – 0.02% 394
2019
Q1 		$175K Sell
1,842
-18
-1% -$1.57K 0.01% 468
2018
Q4 		$144K Buy
1,860
+11
+0.6% +$917 0.01% 492
2018
Q3 		$171K Sell
1,849
-1
-0.1% -$82 0.01% 499
2018
Q2 		$135K Buy
1,850
+35
+2% +$2.54K 0.01% 588
2018
Q1 		$126K Buy
1,815
+1,497
+471% +$97.9K 0.01% 622
2017
Q4 		$15K Buy
318
+23
+8% +$1.07K ﹤0.01% 1427
2017
Q3 		$14K Sell
295
-82
-22% -$3.48K ﹤0.01% 1436
2017
Q2 		$14K Sell
377
-1
-0.3% -$37 ﹤0.01% 1395
2017
Q1 		$14K Hold
378
– – ﹤0.01% 1200
2016
Q4 		$12K Sell
378
-269
-42% -$8.08K ﹤0.01% 1164
2016
Q3 		$18K Hold
647
– – ﹤0.01% 1086
2016
Q2 		$18K Hold
647
– – ﹤0.01% 1027
2016
Q1 		$16K Hold
647
– – ﹤0.01% 1039
2015
Q4 		$14K Buy
+647
New +$13.5K ﹤0.01% 1089

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HEI Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 1,893 shares — an estimated $216K sold.

Wealthspire Advisors (Maryland) first reported a position in HEI in Q4 2015 and held it in 17 quarters. The position peaked at $246K in Q2 2019. 396 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,893 HEICO Corp shares in Q1 2020, an estimated $216K.
  • Wealthspire Advisors (Maryland) first reported a position in HEICO Corp in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s HEICO Corp position peaked at $246K in Q2 2019.
  • 396 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.