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Avior Wealth Management’s Tidewater TDW Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-1,009
Closed -$92.8K – 3579
2024
Q1 		$92.8K Buy
1,009
+9
+0.9% +$671 ﹤0.01% 996
2023
Q4 		$72.1K Hold
1,000
– – ﹤0.01% 674
2023
Q3 		$71.1K Hold
1,000
– – ﹤0.01% 694
2023
Q2 		$55.4K Hold
1,000
– – ﹤0.01% 738
2023
Q1 		$44.1K Buy
+1,000
New +$43K ﹤0.01% 799

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's TDW Position: Q2 2024 in Review

Avior Wealth Management sold out of Tidewater (TDW) in Q2 2024, closing a stake of 1,009 shares — an estimated $92.8K sold.

Avior Wealth Management first reported a position in TDW in Q1 2023 and held it in 5 quarters. The position peaked at $92.8K in Q1 2024. 314 funds tracked by Wall St. Rank hold TDW as of Q2 2024.

  • Avior Wealth Management reported no remaining Tidewater position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,009 Tidewater shares in Q2 2024, an estimated $92.8K.
  • Avior Wealth Management first reported a position in Tidewater in Q1 2023 and held it in 5 quarters.
  • Avior Wealth Management's Tidewater position peaked at $92.8K in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Tidewater as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.