AWM
TVRD

Accurate Wealth Management’s Tvardi Therapeutics TVRD Stock Holding History

Accurate Wealth Management’s Portfolio TVRD Stock Details TVRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$3.04K – 1530
2022
Q4 		$3.04K Buy
+8
New +$3.04K ﹤0.01% 1112

Other funds holding TVRD

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
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's TVRD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Tvardi Therapeutics (TVRD) in Q1 2023, closing a stake of 8 shares — an estimated $3.04K sold.

Accurate Wealth Management first reported a position in TVRD in Q4 2022 and held it in 1 quarter. The position peaked at $3.04K in Q4 2022. 163 funds tracked by Wall St. Rank hold TVRD as of Q1 2023.

  • Accurate Wealth Management reported no remaining Tvardi Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 8 Tvardi Therapeutics shares in Q1 2023, an estimated $3.04K.
  • Accurate Wealth Management first reported a position in Tvardi Therapeutics in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Tvardi Therapeutics position peaked at $3.04K in Q4 2022.
  • 163 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.