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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 – 2009
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% 2523
2018
Q2 		$0 Hold
7
– – ﹤0.01% 2591
2018
Q1 		$0 Hold
7
– – ﹤0.01% 2654
2017
Q4 		$0 Hold
7
– – ﹤0.01% 2567
2017
Q3 		$0 Buy
+7
New +$134 ﹤0.01% 2476

Other funds holding VTOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $473M AUM 63.76% 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 $5.65B AUM 47.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VTOL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bristow Group (VTOL) in Q2 2019, closing a stake of 59 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in VTOL in Q3 2017 and held it in 7 quarters. The position peaked at $1K in Q1 2019. 98 funds tracked by Wall St. Rank hold VTOL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bristow Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 59 Bristow Group shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Bristow Group in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Bristow Group position peaked at $1K in Q1 2019.
  • 98 funds tracked by Wall St. Rank held Bristow Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.