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Orion Portfolio Solutions’s Tidewater TDW Stock Holding History

Orion Portfolio Solutions’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
-3,409
Closed -$245K – 1907
2024
Q3 		$245K Sell
3,409
-47
-1% -$4.09K ﹤0.01% 1622
2024
Q2 		$329K Buy
+3,456
New +$341K ﹤0.01% 1430

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

Orion Portfolio Solutions's TDW Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Tidewater (TDW) in Q4 2024, closing a stake of 3,409 shares — an estimated $245K sold.

Orion Portfolio Solutions first reported a position in TDW in Q2 2024 and held it in 2 quarters. The position peaked at $329K in Q2 2024. 296 funds tracked by Wall St. Rank hold TDW as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Tidewater position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,409 Tidewater shares in Q4 2024, an estimated $245K.
  • Orion Portfolio Solutions first reported a position in Tidewater in Q2 2024 and held it in 2 quarters.
  • Orion Portfolio Solutions's Tidewater position peaked at $329K in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Tidewater as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.