Perennial Advisors’s Bristow Group VTOL Stock Holding History

Perennial 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 Q2	$290K	Hold	7,025	–	–	0.04%	113
2026 Q1	$329K	Hold	7,025	–	–	0.06%	101
2025 Q4	$257K	Hold	7,025	–	–	0.04%	108
2025 Q3	$253K	Hold	7,025	–	–	0.04%	111
2025 Q2	$232K	Hold	7,025	–	–	0.04%	110
2025 Q1	$222K	Buy	+7,025	New	+$241K	0.04%	109
2024 Q2	$235K	Buy	+7,022	New	+$218K	0.05%	101
2023 Q3	–	Sell	-7,022	Closed	-$202K	–	115
2023 Q2	$202K	Buy	+7,022	New	+$168K	0.05%	110
2022 Q2	–	Sell	-7,022	Closed	-$260K	–	95
2022 Q1	$260K	Hold	7,022	–	–	0.07%	78
2021 Q4	$222K	Hold	7,022	–	–	0.06%	81
2021 Q3	$224K	Hold	7,022	–	–	0.07%	77
2021 Q2	$180K	Hold	7,022	–	–	0.05%	80
2021 Q1	$182K	Sell	7,022 -233	-3%	-$6.34K	0.06%	80
2020 Q4	$191K	Buy	+7,255	New	+$177K	0.07%	74
2020 Q3	–	Sell	-7,255	Closed	-$101K	–	201
2020 Q2	$101K	Sell	7,255 -3,629	-33%	-$38.8K	0.04%	92
2020 Q1	$116K	Hold	10,884	–	–	0.06%	85
2019 Q4	$221K	Hold	10,884	–	–	0.11%	74
2019 Q3	$230K	Hold	10,884	–	–	0.12%	73
2019 Q2	$182K	Hold	10,884	–	–	0.1%	74
2019 Q1	$251K	Buy	+10,884	New	+$229K	0.14%	70

Other funds holding VTOL

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return