OIA
TDW icon

OneDigital Investment Advisors’s Tidewater TDW Stock Holding History

OneDigital Investment 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
-10,260
Closed -$737K – 1513
2024
Q3 		$737K Buy
10,260
+123
+1% +$10.7K 0.01% 773
2024
Q2 		$965K Buy
10,137
+930
+10% +$91.7K 0.01% 632
2024
Q1 		$847K Sell
9,207
-1,777
-16% -$133K 0.01% 560
2023
Q4 		$792K Sell
10,984
-261
-2% -$16.9K 0.01% 556
2023
Q3 		$799K Buy
11,245
+1,790
+19% +$113K 0.02% 482
2023
Q2 		$524K Buy
+9,455
New +$433K 0.01% 623

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

OneDigital Investment Advisors's TDW Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Tidewater (TDW) in Q4 2024, closing a stake of 10,260 shares — an estimated $737K sold.

OneDigital Investment Advisors first reported a position in TDW in Q2 2023 and held it in 6 quarters. The position peaked at $965K in Q2 2024. 296 funds tracked by Wall St. Rank hold TDW as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Tidewater position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,260 Tidewater shares in Q4 2024, an estimated $737K.
  • OneDigital Investment Advisors first reported a position in Tidewater in Q2 2023 and held it in 6 quarters.
  • OneDigital Investment Advisors's Tidewater position peaked at $965K in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Tidewater as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.