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Harvest Group Wealth Management’s Bristow Group VTOL Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-54
Closed -$1K – 1030
2019
Q4 		$1K Hold
54
– – ﹤0.01% 892
2019
Q3 		$1K Buy
+54
New +$1.04K ﹤0.01% 944
2019
Q2 		– Sell
-67
Closed -$2K – 1012
2019
Q1 		$2K Buy
+67
New +$1.41K ﹤0.01% 693

Other funds holding VTOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Harvest Group Wealth Management's VTOL Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Bristow Group (VTOL) in Q1 2020, closing a stake of 54 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in VTOL in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 99 funds tracked by Wall St. Rank hold VTOL as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Bristow Group position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 54 Bristow Group shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Bristow Group in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Bristow Group position peaked at $2K in Q1 2019.
  • 99 funds tracked by Wall St. Rank held Bristow Group as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.