LifePro Asset Management’s Tidewater TDW Stock Holding History

LifePro 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	-53,235	Closed	-$4.9M	–	144
2024 Q1	$4.9M	Sell	53,235 -19,273	-27%	-$1.44M	3.23%	4
2023 Q4	$5.23M	Sell	72,508 -4,464	-6%	-$289K	4.05%	3
2023 Q3	$5.47M	Sell	76,972 -2,922	-4%	-$185K	4.51%	1
2023 Q2	$4.43M	Buy	+79,894	New	+$3.66M	3.42%	4

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

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

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

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

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

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

LifePro Asset Management's TDW Position: Q2 2024 in Review

LifePro Asset Management sold out of Tidewater (TDW) in Q2 2024, closing a stake of 53,235 shares — an estimated $4.9M sold.

LifePro Asset Management first reported a position in TDW in Q2 2023 and held it in 4 quarters. The position peaked at $5.47M in Q3 2023. 314 funds tracked by Wall St. Rank hold TDW as of Q2 2024.

LifePro Asset Management reported no remaining Tidewater position as of Q2 2024 after selling out during the quarter.
LifePro Asset Management sold 53,235 Tidewater shares in Q2 2024, an estimated $4.9M.
LifePro Asset Management first reported a position in Tidewater in Q2 2023 and held it in 4 quarters.
LifePro Asset Management's Tidewater position peaked at $5.47M in Q3 2023.
314 funds tracked by Wall St. Rank held Tidewater as of Q2 2024.

Based on LifePro Asset Management's 13F filing for Q2 2024, filed 10 Jul 2024.