SWA
VTOL icon

Sutton Wealth Advisors’s Bristow Group VTOL Stock Holding History

Sutton 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
2023
Q1 		– Sell
-354
Closed -$9.6K – 1558
2022
Q4 		$9.6K Hold
354
– – ﹤0.01% 961
2022
Q3 		$8.31K Buy
354
+4
+1% +$104 ﹤0.01% 951
2022
Q2 		$8.19K Sell
350
-43
-11% -$1.27K ﹤0.01% 962
2022
Q1 		$14.6K Hold
393
– – 0.01% 829
2021
Q4 		$12.4K Buy
393
+5
+1% +$168 ﹤0.01% 865
2021
Q3 		$12.3K Buy
388
+38
+11% +$1.11K ﹤0.01% 840
2021
Q2 		$8.96K Hold
350
– – ﹤0.01% 940
2021
Q1 		$9.06K Hold
350
– – ﹤0.01% 910
2020
Q4 		$9.21K Hold
350
– – ﹤0.01% 836
2020
Q3 		$7.44K Hold
350
– – ﹤0.01% 813
2020
Q2 		$4.88K Buy
+350
New +$3.74K ﹤0.01% 899
2020
Q1 		– Sell
-301
Closed -$6.11K – 1263
2019
Q4 		$6.11K Hold
301
– – ﹤0.01% 916
2019
Q3 		$6.35K Buy
+301
New +$5.81K ﹤0.01% 893
2019
Q2 		– Sell
-539
Closed -$12.4K – 1216
2019
Q1 		$12.4K Buy
+539
New +$11.4K 0.01% 731
2016
Q3 		– Sell
-556
Closed -$10.4K – 1065
2016
Q2 		$10.4K Buy
+556
New +$10.7K 0.01% 617

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
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Sutton Wealth Advisors's VTOL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Bristow Group (VTOL) in Q1 2023, closing a stake of 354 shares — an estimated $9.6K sold.

Sutton Wealth Advisors first reported a position in VTOL in Q2 2016 and held it in 15 quarters. The position peaked at $14.6K in Q1 2022. 124 funds tracked by Wall St. Rank hold VTOL as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Bristow Group position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 354 Bristow Group shares in Q1 2023, an estimated $9.6K.
  • Sutton Wealth Advisors first reported a position in Bristow Group in Q2 2016 and held it in 15 quarters.
  • Sutton Wealth Advisors's Bristow Group position peaked at $14.6K in Q1 2022.
  • 124 funds tracked by Wall St. Rank held Bristow Group as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.