GWSG
TDW icon

GPS Wealth Strategies Group’s Tidewater TDW Stock Holding History

GPS Wealth Strategies 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
2024
Q2 		– Sell
-1,000
Closed -$92K – 1399
2024
Q1 		$92K Hold
1,000
– – 0.01% 397
2023
Q4 		$72.1K Hold
1,000
– – 0.01% 414
2023
Q3 		$71.1K Hold
1,000
– – 0.01% 413
2023
Q2 		$55.4K Hold
1,000
– – 0.01% 476
2023
Q1 		$44.1K Buy
+1,000
New +$43K 0.01% 509

Other funds holding TDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GPS Wealth Strategies Group's TDW Position: Q2 2024 in Review

GPS Wealth Strategies Group sold out of Tidewater (TDW) in Q2 2024, closing a stake of 1,000 shares — an estimated $92K sold.

GPS Wealth Strategies Group first reported a position in TDW in Q1 2023 and held it in 5 quarters. The position peaked at $92K in Q1 2024. 314 funds tracked by Wall St. Rank hold TDW as of Q2 2024.

  • GPS Wealth Strategies Group reported no remaining Tidewater position as of Q2 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,000 Tidewater shares in Q2 2024, an estimated $92K.
  • GPS Wealth Strategies Group first reported a position in Tidewater in Q1 2023 and held it in 5 quarters.
  • GPS Wealth Strategies Group's Tidewater position peaked at $92K in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Tidewater as of Q2 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2024, filed 16 Jul 2024.