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Visionary Wealth Advisors’s Tidewater TDW Stock Holding History

Visionary 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
2024
Q3 		– Sell
-2,500
Closed -$238K – 553
2024
Q2 		$238K Hold
2,500
– – 0.02% 458
2024
Q1 		$230K Buy
+2,500
New +$186K 0.02% 452

Other funds holding TDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Visionary Wealth Advisors's TDW Position: Q3 2024 in Review

Visionary Wealth Advisors sold out of Tidewater (TDW) in Q3 2024, closing a stake of 2,500 shares — an estimated $238K sold.

Visionary Wealth Advisors first reported a position in TDW in Q1 2024 and held it in 2 quarters. The position peaked at $238K in Q2 2024. 308 funds tracked by Wall St. Rank hold TDW as of Q3 2024.

  • Visionary Wealth Advisors reported no remaining Tidewater position as of Q3 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,500 Tidewater shares in Q3 2024, an estimated $238K.
  • Visionary Wealth Advisors first reported a position in Tidewater in Q1 2024 and held it in 2 quarters.
  • Visionary Wealth Advisors's Tidewater position peaked at $238K in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Tidewater as of Q3 2024.

Based on Visionary Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.