AWM
TVRD

Aevitas Wealth Management’s Tvardi Therapeutics TVRD Stock Holding History

Aevitas 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
2019
Q1 		– Sell
-56
Closed -$26K – 409
2018
Q4 		$26K Hold
56
– – 0.03% 230
2018
Q3 		$48K Hold
56
– – 0.04% 202
2018
Q2 		$38K Hold
56
– – 0.04% 220
2018
Q1 		$25K Hold
56
– – 0.03% 239
2017
Q4 		$24K Buy
+56
New +$25.5K 0.02% 241

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aevitas Wealth Management's TVRD Position: Q1 2019 in Review

Aevitas Wealth Management sold out of Tvardi Therapeutics (TVRD) in Q1 2019, closing a stake of 56 shares — an estimated $26K sold.

Aevitas Wealth Management first reported a position in TVRD in Q4 2017 and held it in 5 quarters. The position peaked at $48K in Q3 2018. 135 funds tracked by Wall St. Rank hold TVRD as of Q1 2019.

  • Aevitas Wealth Management reported no remaining Tvardi Therapeutics position as of Q1 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 56 Tvardi Therapeutics shares in Q1 2019, an estimated $26K.
  • Aevitas Wealth Management first reported a position in Tvardi Therapeutics in Q4 2017 and held it in 5 quarters.
  • Aevitas Wealth Management's Tvardi Therapeutics position peaked at $48K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2019.

Based on Aevitas Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.