Regent Peak Wealth Advisors LLC Heico Corp Transaction History

Regent Peak Wealth Advisors LLC

$393 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$116.13 - $138.78 $14,516 - $17,347	-125 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$104.18 - $135.47 $13,022 - $16,933	125 New	125 $17,000

Others Institutions Holding HEI

# of Institutions

536

Shares Held

38.1M

Call Options Held

189K

Put Options Held

63.6K

Black Rock Inc. New York, NY

4.92M
Shares

$1.12 Billion
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

3.62M
Shares

$825 Million
0.01% of portfolio
Capital World Investors Los Angeles, CA

3.23M
Shares

$735 Million
0.11% of portfolio
Capital International Investors Los Angeles, CA

2.02M
Shares

$460 Million
0.08% of portfolio
Lazard Asset Management LLC New York, NY

1.67M
Shares

$382 Million
0.39% of portfolio

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $12.4B

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