First Foundation Advisors’s Tidewater TDW Stock Holding History

First Foundation 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
2023 Q1	–	Sell	-32,227	Closed	-$1.19M	–	417
2022 Q4	$1.19M	Buy	+32,227	New	+$980K	0.06%	166
2020 Q1	–	Sell	-10,930	Closed	-$211K	–	371
2019 Q4	$211K	Buy	+10,930	New	+$175K	0.01%	329

Other funds holding TDW

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

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

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

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

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

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

ECA

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

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

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

MCM

Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

First Foundation Advisors's TDW Position: Q1 2023 in Review

First Foundation Advisors sold out of Tidewater (TDW) in Q1 2023, closing a stake of 32,227 shares — an estimated $1.19M sold.

First Foundation Advisors first reported a position in TDW in Q4 2019 and held it in 2 quarters. The position peaked at $1.19M in Q4 2022. 195 funds tracked by Wall St. Rank hold TDW as of Q1 2023.

First Foundation Advisors reported no remaining Tidewater position as of Q1 2023 after selling out during the quarter.
First Foundation Advisors sold 32,227 Tidewater shares in Q1 2023, an estimated $1.19M.
First Foundation Advisors first reported a position in Tidewater in Q4 2019 and held it in 2 quarters.
First Foundation Advisors's Tidewater position peaked at $1.19M in Q4 2022.
195 funds tracked by Wall St. Rank held Tidewater as of Q1 2023.

Based on First Foundation Advisors's 13F filing for Q1 2023, filed 12 May 2023.