Atlas Private Wealth Advisors Heico Corp Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$127.98 - $148.24 $1,279 - $1,482	-10 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$116.13 - $138.78 $232 - $277	2 Added 25.0%	10 $1,000
Q4 2020 Jan 29, 2021	BUY	$104.18 - $135.47 $833 - $1,083	8 New	8 $1,000

Others Institutions Holding HEI

# of Institutions

629

Shares Held

38.3M

Call Options Held

211K

Put Options Held

140K

Black Rock Inc. New York, NY

4.83M
Shares

$1.32 Billion
0.02% of portfolio
Capital World Investors Los Angeles, CA

3.93M
Shares

$1.08 Billion
0.16% of portfolio
Vanguard Group Inc Valley Forge, PA

3.68M
Shares

$1.01 Billion
0.02% of portfolio
State Street Corp Boston, MA

1.48M
Shares

$404 Million
0.02% of portfolio
Capital International Investors Los Angeles, CA

1.46M
Shares

$400 Million
0.08% of portfolio

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $14.9B

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