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Steward Partners Investment Advisory’s Bristow Group VTOL Stock Holding History

Steward Partners Investment Advisory’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
2023
Q3 		– Sell
-1,350
Closed -$38.8K – 3451
2023
Q2 		$38.8K Buy
1,350
+250
+23% +$5.96K ﹤0.01% 1987
2023
Q1 		$24.6K Buy
+1,100
New +$29.2K ﹤0.01% 2161

Other funds holding VTOL

SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $342M AUM 36.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steward Partners Investment Advisory's VTOL Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Bristow Group (VTOL) in Q3 2023, closing a stake of 1,350 shares — an estimated $38.8K sold.

Steward Partners Investment Advisory first reported a position in VTOL in Q1 2023 and held it in 2 quarters. The position peaked at $38.8K in Q2 2023. 134 funds tracked by Wall St. Rank hold VTOL as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining Bristow Group position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,350 Bristow Group shares in Q3 2023, an estimated $38.8K.
  • Steward Partners Investment Advisory first reported a position in Bristow Group in Q1 2023 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Bristow Group position peaked at $38.8K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held Bristow Group as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.