Independent Advisor Alliance’s Tidewater TDW Stock Holding History

Independent Advisor Alliance’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	–	Sell	-8,237	Closed	-$591K	–	1377
2024 Q3	$591K	Buy	+8,237	New	+$718K	0.02%	426

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Independent Advisor Alliance's TDW Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Tidewater (TDW) in Q4 2024, closing a stake of 8,237 shares — an estimated $591K sold.

Independent Advisor Alliance first reported a position in TDW in Q3 2024 and held it in 1 quarter. The position peaked at $591K in Q3 2024. 296 funds tracked by Wall St. Rank hold TDW as of Q4 2024.

Independent Advisor Alliance reported no remaining Tidewater position as of Q4 2024 after selling out during the quarter.
Independent Advisor Alliance sold 8,237 Tidewater shares in Q4 2024, an estimated $591K.
Independent Advisor Alliance first reported a position in Tidewater in Q3 2024 and held it in 1 quarter.
Independent Advisor Alliance's Tidewater position peaked at $591K in Q3 2024.
296 funds tracked by Wall St. Rank held Tidewater as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.