Independent Financial Group’s Tidewater TDW Stock Holding History

Independent Financial 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
2023 Q4	–	Sell	-7,270	Closed	-$517K	–	1006
2023 Q3	$517K	Buy	+7,270	New	+$459K	0.03%	483

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PGA

Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Independent Financial Group's TDW Position: Q4 2023 in Review

Independent Financial Group sold out of Tidewater (TDW) in Q4 2023, closing a stake of 7,270 shares — an estimated $517K sold.

Independent Financial Group first reported a position in TDW in Q3 2023 and held it in 1 quarter. The position peaked at $517K in Q3 2023. 255 funds tracked by Wall St. Rank hold TDW as of Q4 2023.

Independent Financial Group reported no remaining Tidewater position as of Q4 2023 after selling out during the quarter.
Independent Financial Group sold 7,270 Tidewater shares in Q4 2023, an estimated $517K.
Independent Financial Group first reported a position in Tidewater in Q3 2023 and held it in 1 quarter.
Independent Financial Group's Tidewater position peaked at $517K in Q3 2023.
255 funds tracked by Wall St. Rank held Tidewater as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.