Kingswood Wealth Advisors’s Tidewater TDW Stock Holding History

Kingswood Wealth Advisors’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 Q1	–	Sell	-10,440	Closed	-$669K	–	693
2023 Q4	$669K	Buy	+10,440	New	+$676K	0.08%	280

Other funds holding TDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PGA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kingswood Wealth Advisors's TDW Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Tidewater (TDW) in Q1 2024, closing a stake of 10,440 shares — an estimated $669K sold.

Kingswood Wealth Advisors first reported a position in TDW in Q4 2023 and held it in 1 quarter. The position peaked at $669K in Q4 2023. 281 funds tracked by Wall St. Rank hold TDW as of Q1 2024.

Kingswood Wealth Advisors reported no remaining Tidewater position as of Q1 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 10,440 Tidewater shares in Q1 2024, an estimated $669K.
Kingswood Wealth Advisors first reported a position in Tidewater in Q4 2023 and held it in 1 quarter.
Kingswood Wealth Advisors's Tidewater position peaked at $669K in Q4 2023.
281 funds tracked by Wall St. Rank held Tidewater as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.