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Wipfli Financial Advisors’s HEICO Corp HEI Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$49K Buy
+339
New +$50.8K ﹤0.01% 1089

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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wipfli Financial Advisors's HEI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in HEICO Corp (HEI) in Q3 2022: 339 shares worth $49K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings.

438 funds tracked by Wall St. Rank hold HEI as of Q3 2022.

  • Wipfli Financial Advisors held 339 shares of HEICO Corp worth $49K as of Q3 2022.
  • HEICO Corp was a new Wipfli Financial Advisors position in Q3 2022.
  • HEICO Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1089 holding.
  • 438 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.