SYSTM Wealth Solutions’s Tidewater TDW Stock Holding History

SYSTM Wealth 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 Q2	–	Sell	-404	Closed	-$37.2K	–	939
2024 Q1	$37.2K	Buy	404 +68	+20%	+$5.07K	﹤0.01%	624
2023 Q4	$24.2K	Buy	+336	New	+$21.8K	﹤0.01%	695

Other funds holding TDW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

PGA

Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

SYSTM Wealth Solutions's TDW Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Tidewater (TDW) in Q2 2024, closing a stake of 404 shares — an estimated $37.2K sold.

SYSTM Wealth Solutions first reported a position in TDW in Q4 2023 and held it in 2 quarters. The position peaked at $37.2K in Q1 2024. 314 funds tracked by Wall St. Rank hold TDW as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Tidewater position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 404 Tidewater shares in Q2 2024, an estimated $37.2K.
SYSTM Wealth Solutions first reported a position in Tidewater in Q4 2023 and held it in 2 quarters.
SYSTM Wealth Solutions's Tidewater position peaked at $37.2K in Q1 2024.
314 funds tracked by Wall St. Rank held Tidewater as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.