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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

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BlackRock New York $5.7T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return