CIBC Private Wealth Group
TDW icon

CIBC Private Wealth Group’s Tidewater TDW Stock Holding History

CIBC Private Wealth Group’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
Q4 		$8.18K Buy
162
+11
+7% +$581 ﹤0.01% 2487
2025
Q3 		$8.05K Hold
151
– – ﹤0.01% 2461
2025
Q2 		$6.97K Hold
151
– – ﹤0.01% 2373
2025
Q1 		$4.96K Sell
151
-10
-6% -$497 ﹤0.01% 2460
2024
Q4 		$8.99K Buy
161
+10
+7% +$569 ﹤0.01% 2298
2024
Q3 		$10.8K Hold
151
– – ﹤0.01% 2382
2024
Q2 		$14.3K Hold
151
– – ﹤0.01% 2161
2024
Q1 		$14.2K Buy
+151
New +$11.3K ﹤0.01% 2154
2023
Q4 		– Sell
-19,781
Closed -$1.41M – 1182
2023
Q3 		$1.41M Buy
+19,781
New +$1.25M ﹤0.01% 549

Other funds holding TDW

BlackRock
BlackRock New York $5.7T 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return