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Householder Group Estate & Retirement Specialist’s Tidewater TDW Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$2K Sell
48
-365
-88% -$20.8K ﹤0.01% 491
2024
Q3 		$29K Sell
413
-117
-22% -$10.2K 0.01% 601
2024
Q2 		$50K Buy
530
+48
+10% +$4.73K 0.01% 478
2024
Q1 		$44.3K Buy
+482
New +$36K 0.01% 493

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TDW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Tidewater (TDW) stake by 88% in Q4 2024, selling an estimated $20.8K and leaving 48 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Householder Group Estate & Retirement Specialist first reported a position in TDW in Q1 2024 and has held it in 4 quarters since. The position peaked at $50K in Q2 2024. 296 funds tracked by Wall St. Rank hold TDW as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 48 shares of Tidewater worth $2K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 365 Tidewater shares in Q4 2024, an estimated $20.8K.
  • Tidewater made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #491 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Tidewater in Q1 2024 and has held it in 4 quarters since.
  • Householder Group Estate & Retirement Specialist's Tidewater position peaked at $50K in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Tidewater as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.