SWA
TDW icon

Sutton Wealth Advisors’s Tidewater TDW Stock Holding History

Sutton Wealth 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
2016
Q2 		– Sell
-24
Closed -$5.21K – 1061
2016
Q1 		$5.21K Buy
+24
New +$4.75K ﹤0.01% 733

Other funds holding TDW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sutton Wealth Advisors's TDW Position: Q2 2016 in Review

Sutton Wealth Advisors sold out of Tidewater (TDW) in Q2 2016, closing a stake of 24 shares — an estimated $5.21K sold.

Sutton Wealth Advisors first reported a position in TDW in Q1 2016 and held it in 1 quarter. The position peaked at $5.21K in Q1 2016. 167 funds tracked by Wall St. Rank hold TDW as of Q2 2016.

  • Sutton Wealth Advisors reported no remaining Tidewater position as of Q2 2016 after selling out during the quarter.
  • Sutton Wealth Advisors sold 24 Tidewater shares in Q2 2016, an estimated $5.21K.
  • Sutton Wealth Advisors first reported a position in Tidewater in Q1 2016 and held it in 1 quarter.
  • Sutton Wealth Advisors's Tidewater position peaked at $5.21K in Q1 2016.
  • 167 funds tracked by Wall St. Rank held Tidewater as of Q2 2016.

Based on Sutton Wealth Advisors's 13F filing for Q2 2016, filed 6 Nov 2023.