USA Financial Formulas’s Tidewater TDW Stock Holding History

USA Financial Formulas’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
2023 Q4	–	Sell	-52	Closed	-$3.7K	–	532
2023 Q3	$3.7K	Buy	+52	New	+$3.28K	0.01%	270

Other funds holding TDW

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PGA

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

USA Financial Formulas's TDW Position: Q4 2023 in Review

USA Financial Formulas sold out of Tidewater (TDW) in Q4 2023, closing a stake of 52 shares — an estimated $3.7K sold.

USA Financial Formulas first reported a position in TDW in Q3 2023 and held it in 1 quarter. The position peaked at $3.7K in Q3 2023. 255 funds tracked by Wall St. Rank hold TDW as of Q4 2023.

USA Financial Formulas reported no remaining Tidewater position as of Q4 2023 after selling out during the quarter.
USA Financial Formulas sold 52 Tidewater shares in Q4 2023, an estimated $3.7K.
USA Financial Formulas first reported a position in Tidewater in Q3 2023 and held it in 1 quarter.
USA Financial Formulas's Tidewater position peaked at $3.7K in Q3 2023.
255 funds tracked by Wall St. Rank held Tidewater as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.