WAM
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Wealthspire Advisors (Maryland)’s Bristow Group VTOL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-59
Closed -$1K – 2050
2019
Q1 		$1K Hold
59
– – ﹤0.01% 2401
2018
Q4 		$1K Buy
59
+52
+743% +$1.11K ﹤0.01% 2346
2018
Q3 		$0 Hold
7
– – ﹤0.01% 2528
2018
Q2 		$0 Hold
7
– – ﹤0.01% 2607
2018
Q1 		$0 Hold
7
– – ﹤0.01% 2658
2017
Q4 		$0 Hold
7
– – ﹤0.01% 2617
2017
Q3 		$0 Buy
+7
New +$134 ﹤0.01% 2488

Other funds holding VTOL

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 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 $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return