WealthTrak Capital Management’s Tidewater TDW Stock Holding History

WealthTrak Capital 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
2025 Q1	–	Sell	-5	Closed	-$274	–	1105
2024 Q4	$274	Buy	+5	New	+$285	﹤0.01%	738

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

WealthTrak Capital Management's TDW Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Tidewater (TDW) in Q1 2025, closing a stake of 5 shares — an estimated $274 sold.

WealthTrak Capital Management first reported a position in TDW in Q4 2024 and held it in 1 quarter. The position peaked at $274 in Q4 2024. 298 funds tracked by Wall St. Rank hold TDW as of Q1 2025.

WealthTrak Capital Management reported no remaining Tidewater position as of Q1 2025 after selling out during the quarter.
WealthTrak Capital Management sold 5 Tidewater shares in Q1 2025, an estimated $274.
WealthTrak Capital Management first reported a position in Tidewater in Q4 2024 and held it in 1 quarter.
WealthTrak Capital Management's Tidewater position peaked at $274 in Q4 2024.
298 funds tracked by Wall St. Rank held Tidewater as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.