Gen-Wealth Partners’s Tidewater TDW Stock Holding History

Gen-Wealth Partners’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 Q3	–	Sell	-750	Closed	-$71.4K	–	715
2024 Q2	$71.4K	Buy	+750	New	+$74K	0.03%	335

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Gen-Wealth Partners's TDW Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Tidewater (TDW) in Q3 2024, closing a stake of 750 shares — an estimated $71.4K sold.

Gen-Wealth Partners first reported a position in TDW in Q2 2024 and held it in 1 quarter. The position peaked at $71.4K in Q2 2024. 308 funds tracked by Wall St. Rank hold TDW as of Q3 2024.

Gen-Wealth Partners reported no remaining Tidewater position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 750 Tidewater shares in Q3 2024, an estimated $71.4K.
Gen-Wealth Partners first reported a position in Tidewater in Q2 2024 and held it in 1 quarter.
Gen-Wealth Partners's Tidewater position peaked at $71.4K in Q2 2024.
308 funds tracked by Wall St. Rank held Tidewater as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.