Planned Solutions’s Bristow Group VTOL Stock Holding History

Planned Solutions’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
2021 Q1	–	Sell	-218	Closed	-$6K	–	403
2020 Q4	$6K	Buy	+218	New	+$5.32K	﹤0.01%	374

Other funds holding VTOL

SDIC

South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return

SAAM

Solus Alternative Asset Management Summit, New Jersey $342M AUM 36.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCC

Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

TCA

Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Planned Solutions's VTOL Position: Q1 2021 in Review

Planned Solutions sold out of Bristow Group (VTOL) in Q1 2021, closing a stake of 218 shares — an estimated $6K sold.

Planned Solutions first reported a position in VTOL in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 118 funds tracked by Wall St. Rank hold VTOL as of Q1 2021.

Planned Solutions reported no remaining Bristow Group position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 218 Bristow Group shares in Q1 2021, an estimated $6K.
Planned Solutions first reported a position in Bristow Group in Q4 2020 and held it in 1 quarter.
Planned Solutions's Bristow Group position peaked at $6K in Q4 2020.
118 funds tracked by Wall St. Rank held Bristow Group as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.