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Sheets Smith Wealth Management’s Tidewater TDW Stock Holding History

Sheets Smith Wealth 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
Q3 		– Sell
-7,421
Closed -$707K – 395
2024
Q2 		$707K Buy
7,421
+321
+5% +$31.7K 0.08% 190
2024
Q1 		$653K Buy
7,100
+32
+0.5% +$2.39K 0.07% 204
2023
Q4 		$510K Buy
+7,068
New +$458K 0.07% 212

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sheets Smith Wealth Management's TDW Position: Q3 2024 in Review

Sheets Smith Wealth Management sold out of Tidewater (TDW) in Q3 2024, closing a stake of 7,421 shares — an estimated $707K sold.

Sheets Smith Wealth Management first reported a position in TDW in Q4 2023 and held it in 3 quarters. The position peaked at $707K in Q2 2024. 308 funds tracked by Wall St. Rank hold TDW as of Q3 2024.

  • Sheets Smith Wealth Management reported no remaining Tidewater position as of Q3 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,421 Tidewater shares in Q3 2024, an estimated $707K.
  • Sheets Smith Wealth Management first reported a position in Tidewater in Q4 2023 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Tidewater position peaked at $707K in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Tidewater as of Q3 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.