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Crown Advisors Management’s Tidewater TDW Stock Holding History

Crown Advisors 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
Q4 		– Sell
-40,000
Closed -$2.87M – 43
2024
Q3 		$2.87M Sell
40,000
-10,000
-20% -$871K 1.85% 25
2024
Q2 		$4.76M Hold
50,000
– – 3.05% 11
2024
Q1 		$4.6M Hold
50,000
– – 2.79% 11
2023
Q4 		$3.6M Buy
50,000
+10,000
+25% +$647K 2.47% 17
2023
Q3 		$2.84M Hold
40,000
– – 2.02% 22
2023
Q2 		$2.22M Buy
+40,000
New +$1.83M 1.44% 29

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RR
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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State Street
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ECA
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Dimensional Fund Advisors
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return