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Wetzel Investment Advisors’s Tidewater TDW Stock Holding History

Wetzel Investment 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
Q2 		– Sell
-81
Closed -$7.19K – 993
2024
Q1 		$7.19K Buy
81
+24
+42% +$1.79K ﹤0.01% 607
2023
Q4 		$4K Buy
+57
New +$3.69K ﹤0.01% 744

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
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 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

Wetzel Investment Advisors's TDW Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of Tidewater (TDW) in Q2 2024, closing a stake of 81 shares — an estimated $7.19K sold.

Wetzel Investment Advisors first reported a position in TDW in Q4 2023 and held it in 2 quarters. The position peaked at $7.19K in Q1 2024. 314 funds tracked by Wall St. Rank hold TDW as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining Tidewater position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 81 Tidewater shares in Q2 2024, an estimated $7.19K.
  • Wetzel Investment Advisors first reported a position in Tidewater in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's Tidewater position peaked at $7.19K in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Tidewater as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.