Tradition Wealth Management’s Tidewater TDW Stock Holding History

Tradition 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 Q1	–	Sell	-40	Closed	-$3K	–	1100
2023 Q4	$3K	Hold	40	–	–	﹤0.01%	1251
2023 Q3	$3K	Buy	+40	New	+$2.53K	﹤0.01%	1337

Other funds holding TDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

PGA

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

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

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

Tradition Wealth Management's TDW Position: Q1 2024 in Review

Tradition Wealth Management sold out of Tidewater (TDW) in Q1 2024, closing a stake of 40 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in TDW in Q3 2023 and held it in 2 quarters. The position peaked at $3K in Q4 2023. 281 funds tracked by Wall St. Rank hold TDW as of Q1 2024.

Tradition Wealth Management reported no remaining Tidewater position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 40 Tidewater shares in Q1 2024, an estimated $3K.
Tradition Wealth Management first reported a position in Tidewater in Q3 2023 and held it in 2 quarters.
Tradition Wealth Management's Tidewater position peaked at $3K in Q4 2023.
281 funds tracked by Wall St. Rank held Tidewater as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.