AWA
TVRD

Acorn Wealth Advisors’s Tvardi Therapeutics TVRD Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-24
Closed -$17K – 469
2018
Q2 		$17K Buy
24
+9
+60% +$4.58K 0.01% 427
2018
Q1 		$7K Hold
15
– – 0.01% 587
2017
Q4 		$7K Buy
+15
New +$6.84K 0.01% 562

Other funds holding TVRD

RCP
Rho Capital Partners New York $20.4M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
NC
Nexthera Capital New York $120M AUM 10.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Acorn Wealth Advisors's TVRD Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Tvardi Therapeutics (TVRD) in Q3 2018, closing a stake of 24 shares — an estimated $17K sold.

Acorn Wealth Advisors first reported a position in TVRD in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q2 2018. 146 funds tracked by Wall St. Rank hold TVRD as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Tvardi Therapeutics position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 24 Tvardi Therapeutics shares in Q3 2018, an estimated $17K.
  • Acorn Wealth Advisors first reported a position in Tvardi Therapeutics in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Tvardi Therapeutics position peaked at $17K in Q2 2018.
  • 146 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.