Capital Performance Advisors’s Tidewater TDW Stock Holding History

Capital Performance Advisors’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 Q4	–	Sell	-17	Closed	-$1.22K	–	2417
2024 Q3	$1.22K	Buy	+17	New	+$1.48K	﹤0.01%	1809

Other funds holding TDW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Capital Performance Advisors's TDW Position: Q4 2024 in Review

Capital Performance Advisors sold out of Tidewater (TDW) in Q4 2024, closing a stake of 17 shares — an estimated $1.22K sold.

Capital Performance Advisors first reported a position in TDW in Q3 2024 and held it in 1 quarter. The position peaked at $1.22K in Q3 2024. 296 funds tracked by Wall St. Rank hold TDW as of Q4 2024.

Capital Performance Advisors reported no remaining Tidewater position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 17 Tidewater shares in Q4 2024, an estimated $1.22K.
Capital Performance Advisors first reported a position in Tidewater in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Tidewater position peaked at $1.22K in Q3 2024.
296 funds tracked by Wall St. Rank held Tidewater as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.