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Precision Wealth Strategies’s Tidewater TDW Stock Holding History

Precision Wealth Strategies’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
-3,315
Closed -$238K – 126
2024
Q3 		$238K Sell
3,315
-399
-11% -$34.8K 0.22% 97
2024
Q2 		$354K Buy
+3,714
New +$366K 0.37% 74
2024
Q1 		– Sell
-3,376
Closed -$243K – 121
2023
Q4 		$243K Buy
3,376
+264
+8% +$17.1K 0.24% 73
2023
Q3 		$221K Buy
+3,112
New +$197K 0.24% 74

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

Precision Wealth Strategies's TDW Position: Q4 2024 in Review

Precision Wealth Strategies sold out of Tidewater (TDW) in Q4 2024, closing a stake of 3,315 shares — an estimated $238K sold.

Precision Wealth Strategies first reported a position in TDW in Q3 2023 and held it in 4 quarters. The position peaked at $354K in Q2 2024. 296 funds tracked by Wall St. Rank hold TDW as of Q4 2024.

  • Precision Wealth Strategies reported no remaining Tidewater position as of Q4 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 3,315 Tidewater shares in Q4 2024, an estimated $238K.
  • Precision Wealth Strategies first reported a position in Tidewater in Q3 2023 and held it in 4 quarters.
  • Precision Wealth Strategies's Tidewater position peaked at $354K in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Tidewater as of Q4 2024.

Based on Precision Wealth Strategies's 13F filing for Q4 2024, filed 24 Jan 2025.