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Avion Wealth’s Tidewater TDW Stock Holding History

Avion Wealth’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-22
Closed -$1K – 1597
2025
Q1 		$1K Hold
22
– – ﹤0.01% 934
2024
Q4 		$1K Buy
22
+10
+83% +$569 ﹤0.01% 932
2024
Q3 		$0 Hold
12
– – ﹤0.01% 1319
2024
Q2 		$1K Hold
12
– – ﹤0.01% 819
2024
Q1 		$2K Hold
12
– – ﹤0.01% 776
2023
Q4 		$1K Hold
12
– – ﹤0.01% 976
2023
Q3 		$0 Hold
12
– – ﹤0.01% 1183
2023
Q2 		$0 Buy
+12
New +$549 ﹤0.01% 1017

Other funds holding TDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avion Wealth's TDW Position: Q2 2025 in Review

Avion Wealth sold out of Tidewater (TDW) in Q2 2025, closing a stake of 22 shares — an estimated $1K sold.

Avion Wealth first reported a position in TDW in Q2 2023 and held it in 8 quarters. The position peaked at $2K in Q1 2024. 306 funds tracked by Wall St. Rank hold TDW as of Q2 2025.

  • Avion Wealth reported no remaining Tidewater position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 22 Tidewater shares in Q2 2025, an estimated $1K.
  • Avion Wealth first reported a position in Tidewater in Q2 2023 and held it in 8 quarters.
  • Avion Wealth's Tidewater position peaked at $2K in Q1 2024.
  • 306 funds tracked by Wall St. Rank held Tidewater as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.