Drive Wealth Management’s Tidewater TDW Stock Holding History

Drive 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
2025 Q1	–	Sell	-4,250	Closed	-$233K	–	377
2024 Q4	$233K	Buy	+4,250	New	+$242K	0.06%	270

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Drive Wealth Management's TDW Position: Q1 2025 in Review

Drive Wealth Management sold out of Tidewater (TDW) in Q1 2025, closing a stake of 4,250 shares — an estimated $233K sold.

Drive Wealth Management first reported a position in TDW in Q4 2024 and held it in 1 quarter. The position peaked at $233K in Q4 2024. 298 funds tracked by Wall St. Rank hold TDW as of Q1 2025.

Drive Wealth Management reported no remaining Tidewater position as of Q1 2025 after selling out during the quarter.
Drive Wealth Management sold 4,250 Tidewater shares in Q1 2025, an estimated $233K.
Drive Wealth Management first reported a position in Tidewater in Q4 2024 and held it in 1 quarter.
Drive Wealth Management's Tidewater position peaked at $233K in Q4 2024.
298 funds tracked by Wall St. Rank held Tidewater as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.