SignatureFD’s Tidewater TDW Stock Holding History

SignatureFD’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
2026 Q1	$78.1K	Sell	934 -34	-4%	-$2.37K	﹤0.01%	1475
2025 Q4	$48.9K	Sell	968 -13	-1%	-$687	﹤0.01%	1661
2025 Q3	$52.3K	Buy	981 +9	+0.9%	+$493	﹤0.01%	1623
2025 Q2	$44.8K	Sell	972 -156	-14%	-$6.32K	﹤0.01%	1635
2025 Q1	$47.7K	Buy	1,128 +282	+33%	+$14K	﹤0.01%	1596
2024 Q4	$46.3K	Sell	846 -47	-5%	-$2.67K	﹤0.01%	1630
2024 Q3	$64.1K	Buy	893 +17	+2%	+$1.48K	﹤0.01%	1448
2024 Q2	$83.4K	Buy	876 +14	+2%	+$1.38K	﹤0.01%	1267
2024 Q1	$79.3K	Sell	862 -4	-0.5%	-$298	﹤0.01%	1314
2023 Q4	$62.4K	Sell	866 -39	-4%	-$2.52K	﹤0.01%	1359
2023 Q3	$64.3K	Hold	905	–	–	﹤0.01%	1269
2023 Q2	$50.2K	Buy	905 +18	+2%	+$824	﹤0.01%	1430
2023 Q1	$39.1K	Buy	887 +63	+8%	+$2.71K	﹤0.01%	1510
2022 Q4	$30.4K	Hold	824	–	–	﹤0.01%	1606
2022 Q3	$18K	Buy	824 +267	+48%	+$5.69K	﹤0.01%	1801
2022 Q2	$12K	Buy	557 +95	+21%	+$2.19K	﹤0.01%	2045
2022 Q1	$10K	Hold	462	–	–	﹤0.01%	2174
2021 Q4	$5K	Buy	+462	New	+$5.43K	﹤0.01%	2430
2021 Q3	–	Sell	-77	Closed	-$1K	–	3208
2021 Q2	$1K	Buy	+77	New	+$1.02K	﹤0.01%	2834

Other funds holding TDW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return