APA
TVRD

American Portfolios Advisors’s Tvardi Therapeutics TVRD Stock Holding History

American Portfolios 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
2022
Q3 		$378K Hold
1,123
– – 0.02% 757
2022
Q2 		$369K Sell
1,123
-14
-1% -$4.91K 0.02% 792
2022
Q1 		$497K Sell
1,137
-3
-0.3% -$1.23K 0.02% 733
2021
Q4 		$500K Sell
1,140
-5
-0.4% -$2.51K 0.02% 740
2021
Q3 		$637K Hold
1,145
– – 0.02% 612
2021
Q2 		$588K Buy
1,145
+280
+32% +$177K 0.02% 645
2021
Q1 		$676K Buy
865
+142
+20% +$97.2K 0.03% 546
2020
Q4 		$394K Sell
723
-5
-0.7% -$2.62K 0.02% 636
2020
Q3 		$334K Buy
728
+2
+0.3% +$1.16K 0.02% 609
2020
Q2 		$447K Sell
726
-2
-0.3% -$1.1K 0.03% 467
2020
Q1 		$346K Buy
728
+3
+0.4% +$1.63K 0.03% 470
2019
Q4 		$420K Sell
725
-3
-0.4% -$2.1K 0.03% 483
2019
Q3 		$479K Hold
728
– – 0.04% 409
2019
Q2 		$563K Buy
728
+695
+2,106% +$488K 0.05% 356
2019
Q1 		$23.5K Sell
33
-23
-41% -$13.8K ﹤0.01% 1533
2018
Q4 		$26K Buy
56
+34
+155% +$21.9K ﹤0.01% 1276
2018
Q3 		$18.6K Sell
22
-163
-88% -$118K ﹤0.01% 1507
2018
Q2 		$128K Buy
185
+8
+5% +$4.07K 0.02% 718
2018
Q1 		$78.9K Buy
177
+167
+1,670% +$81K 0.01% 840
2017
Q4 		$4.59K Buy
+10
New +$4.56K ﹤0.01% 1872

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

American Portfolios Advisors's TVRD Position: Q3 2022 in Review

American Portfolios Advisors held its Tvardi Therapeutics (TVRD) position steady in Q3 2022 at 1,123 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #757.

American Portfolios Advisors first reported a position in TVRD in Q4 2017 and has held it in 20 quarters since. The position peaked at $676K in Q1 2021. 165 funds tracked by Wall St. Rank hold TVRD as of Q3 2022.

  • American Portfolios Advisors held 1,123 shares of Tvardi Therapeutics worth $378K as of Q3 2022.
  • American Portfolios Advisors left its Tvardi Therapeutics share count unchanged in Q3 2022.
  • Tvardi Therapeutics made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #757 holding.
  • American Portfolios Advisors first reported a position in Tvardi Therapeutics in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Tvardi Therapeutics position peaked at $676K in Q1 2021.
  • 165 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.