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LGT Financial Advisors’s Tidewater TDW Stock Holding History

LGT Financial 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
Q4 		– Sell
-164
Closed -$11.8K – 770
2024
Q3 		$11.8K Buy
+164
New +$14.3K 0.03% 389

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
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 $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
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

LGT Financial Advisors's TDW Position: Q4 2024 in Review

LGT Financial Advisors sold out of Tidewater (TDW) in Q4 2024, closing a stake of 164 shares — an estimated $11.8K sold.

LGT Financial Advisors first reported a position in TDW in Q3 2024 and held it in 1 quarter. The position peaked at $11.8K in Q3 2024. 296 funds tracked by Wall St. Rank hold TDW as of Q4 2024.

  • LGT Financial Advisors reported no remaining Tidewater position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 164 Tidewater shares in Q4 2024, an estimated $11.8K.
  • LGT Financial Advisors first reported a position in Tidewater in Q3 2024 and held it in 1 quarter.
  • LGT Financial Advisors's Tidewater position peaked at $11.8K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held Tidewater as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.