EverSource Wealth Advisors’s Bristow Group VTOL Stock Holding History

EverSource Wealth Advisors’s Portfolio VTOL Stock Details VTOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.9K	Sell	532 -54	-9%	-$2.37K	﹤0.01%	2369
2025 Q4	$21.5K	Sell	586 -21	-3%	-$791	﹤0.01%	2343
2025 Q3	$21.9K	Buy	607 +141	+30%	+$5.17K	﹤0.01%	2299
2025 Q2	$15.4K	Buy	466 +413	+779%	+$12.5K	﹤0.01%	2496
2025 Q1	$1.67K	Buy	53 +10	+23%	+$343	﹤0.01%	3007
2024 Q4	$1.48K	Buy	43 +4	+10%	+$141	﹤0.01%	2836
2024 Q3	$1.35K	Hold	39	–	–	﹤0.01%	2645
2024 Q2	$1.48K	Hold	39	–	–	﹤0.01%	2641
2024 Q1	$1.03K	Hold	39	–	–	﹤0.01%	2568
2023 Q4	$1.1K	Hold	39	–	–	﹤0.01%	2368
2023 Q3	$1.1K	Sell	39 -4	-9%	-$116	﹤0.01%	2169
2023 Q2	$1.24K	Buy	+43	New	+$1.03K	﹤0.01%	2152
2022 Q3	–	Sell	-241	Closed	-$6K	–	2159
2022 Q2	$6K	Hold	241	–	–	﹤0.01%	1228
2022 Q1	$9K	Hold	241	–	–	﹤0.01%	1042
2021 Q4	$7K	Buy	+241	New	+$8.12K	﹤0.01%	1144

Other funds holding VTOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Solus Alternative Asset Management Summit, New Jersey $372M AUM 45.33% 1-Year Est. Return

South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Empyrean Capital Partners Los Angeles, California $3B AUM 34.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Taconic Capital Advisors New York $140M AUM 110.07% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return