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Wedbush Securities’s HEICO Corp HEI Stock Holding History

Wedbush Securities’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
Q2 		– Sell
-2,564
Closed -$490K – 1236
2024
Q1 		$490K Hold
2,564
– – 0.02% 646
2023
Q4 		$459K Sell
2,564
-86
-3% -$14.6K 0.02% 583
2023
Q3 		$429K Sell
2,650
-22
-0.8% -$3.73K 0.02% 580
2023
Q2 		$473K Sell
2,672
-16
-0.6% -$2.7K 0.02% 562
2023
Q1 		$460K Hold
2,688
– – 0.02% 566
2022
Q4 		$413K Sell
2,688
-163
-6% -$25.4K 0.02% 590
2022
Q3 		$410K Sell
2,851
-29
-1% -$4.35K 0.02% 586
2022
Q2 		$378K Sell
2,880
-87
-3% -$12.3K 0.02% 646
2022
Q1 		$456K Buy
2,967
+75
+3% +$10.9K 0.02% 626
2021
Q4 		$417K Sell
2,892
-23
-0.8% -$3.24K 0.02% 714
2021
Q3 		$384K Sell
2,915
-84
-3% -$11.1K 0.02% 731
2021
Q2 		$418K Buy
2,999
+83
+3% +$11.5K 0.02% 693
2021
Q1 		$367K Sell
2,916
-22
-0.7% -$2.83K 0.02% 713
2020
Q4 		$389K Buy
2,938
+771
+36% +$94.1K 0.03% 550
2020
Q3 		$227K Buy
2,167
+49
+2% +$5.06K 0.02% 725
2020
Q2 		$211K Buy
+2,118
New +$196K 0.02% 756
2020
Q1 		– Sell
-1,971
Closed -$225K – 935
2019
Q4 		$225K Sell
1,971
-3
-0.2% -$369 0.02% 812
2019
Q3 		$247K Buy
1,974
+144
+8% +$19.7K 0.02% 725
2019
Q2 		$245K Buy
+1,830
New +$204K 0.02% 727

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wedbush Securities's HEI Position: Q2 2024 in Review

Wedbush Securities sold out of HEICO Corp (HEI) in Q2 2024, closing a stake of 2,564 shares — an estimated $490K sold.

Wedbush Securities first reported a position in HEI in Q2 2019 and held it in 19 quarters. The position peaked at $490K in Q1 2024. 550 funds tracked by Wall St. Rank hold HEI as of Q2 2024.

  • Wedbush Securities reported no remaining HEICO Corp position as of Q2 2024 after selling out during the quarter.
  • Wedbush Securities sold 2,564 HEICO Corp shares in Q2 2024, an estimated $490K.
  • Wedbush Securities first reported a position in HEICO Corp in Q2 2019 and held it in 19 quarters.
  • Wedbush Securities's HEICO Corp position peaked at $490K in Q1 2024.
  • 550 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2024.

Based on Wedbush Securities's 13F filing for Q2 2024, filed 7 Aug 2024.