Tci Wealth Advisors, Inc. Heico Corp Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$151.52 - $177.31 $303 - $354	2 Added 3.64%	57 $9,000
Q4 2022 Feb 06, 2023	SELL	$139.73 - $164.7 $1,397 - $1,647	-10 Reduced 15.38%	55 $8,000
Q3 2022 Nov 08, 2022	BUY	$130.94 - $165.56 $130 - $165	1 Added 1.56%	65 $9,000
Q1 2022 Apr 29, 2022	BUY	$135.21 - $155.09 $540 - $620	4 Added 6.67%	64 $10,000
Q4 2021 Jan 24, 2022	BUY	$133.37 - $149.8 $2,400 - $2,696	18 Added 42.86%	60 $9,000
Q3 2021 Oct 29, 2021	BUY	$123.07 - $142.2 $861 - $995	7 Added 20.0%	42 $6,000
Q1 2021 Apr 29, 2021	BUY	$116.13 - $138.78 $464 - $555	4 Added 12.9%	35 $4,000
Q4 2020 Jan 21, 2021	SELL	$104.18 - $135.47 $520 - $677	-5 Reduced 13.89%	31 $4,000
Q2 2020 Jul 20, 2020	SELL	$68.08 - $116.72 $272 - $466	-4 Reduced 10.0%	36 $4,000
Q1 2020 Apr 14, 2020	BUY	$61.66 - $129.76 $246 - $519	4 Added 11.11%	40 $3,000
Q4 2019 Jan 27, 2020	SELL	$114.15 - $132.76 $1,141 - $1,327	-10 Reduced 21.74%	36 $4,000
Q3 2019 Oct 17, 2019	BUY	$123.77 - $145.95 $990 - $1,167	8 Added 21.05%	46 $6,000
Q2 2019 Jul 23, 2019	SELL	$97.75 - $133.81 $488 - $669	-5 Reduced 11.63%	38 $5,000
Q2 2018 Jul 27, 2018	BUY	$68.74 - $76.66 $2,955 - $3,296	43 New	43 $3,000

Others Institutions Holding HEI

# of Institutions

630

Shares Held

38.3M

Call Options Held

211K

Put Options Held

140K

Black Rock Inc. New York, NY

4.83M
Shares

$1.09 Billion
0.02% of portfolio
Capital World Investors Los Angeles, CA

3.93M
Shares

$887 Million
0.16% of portfolio
Vanguard Group Inc Valley Forge, PA

3.68M
Shares

$830 Million
0.02% of portfolio
State Street Corp Boston, MA

1.48M
Shares

$333 Million
0.02% of portfolio
Capital International Investors Los Angeles, CA

1.46M
Shares

$330 Million
0.08% of portfolio

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $12.3B

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