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Institutional & Family Asset Management’s Tidewater TDW Stock Holding History

Institutional & Family Asset Management’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
-7
Closed -$644 – 780
2024
Q1 		$644 Buy
+7
New +$522 ﹤0.01% 675

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

Institutional & Family Asset Management's TDW Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Tidewater (TDW) in Q2 2024, closing a stake of 7 shares — an estimated $644 sold.

Institutional & Family Asset Management first reported a position in TDW in Q1 2024 and held it in 1 quarter. The position peaked at $644 in Q1 2024. 314 funds tracked by Wall St. Rank hold TDW as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Tidewater position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 7 Tidewater shares in Q2 2024, an estimated $644.
  • Institutional & Family Asset Management first reported a position in Tidewater in Q1 2024 and held it in 1 quarter.
  • Institutional & Family Asset Management's Tidewater position peaked at $644 in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Tidewater as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.