AWM
TVRD

Avior Wealth Management’s Tvardi Therapeutics TVRD Stock Holding History

Avior 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
2024
Q2 		– Hold
0
– -$9 – 3812
2024
Q1 		– Hold
0
– – – 3785
2017
Q3 		– Sell
-13
Closed -$7K – 518
2017
Q2 		$7K Sell
13
-45
-78% -$28.6K ﹤0.01% 350
2017
Q1 		$39K Buy
58
+50
+625% +$26.7K 0.01% 248
2016
Q4 		$3K Buy
+8
New +$2.57K ﹤0.01% 438

Other funds holding TVRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's TVRD Position: Q2 2024 in Review

Avior Wealth Management held its Tvardi Therapeutics (TVRD) position steady in Q2 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Avior Wealth Management first reported a position in TVRD in Q4 2016 and has held it in 3 quarters since. The position peaked at $39K in Q1 2017. 79 funds tracked by Wall St. Rank hold TVRD as of Q2 2024.

  • Avior Wealth Management held 0 shares of Tvardi Therapeutics worth $0 as of Q2 2024.
  • Avior Wealth Management left its Tvardi Therapeutics share count unchanged in Q2 2024.
  • Tvardi Therapeutics made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2024, its #3812 holding.
  • Avior Wealth Management first reported a position in Tvardi Therapeutics in Q4 2016 and has held it in 3 quarters since.
  • Avior Wealth Management's Tvardi Therapeutics position peaked at $39K in Q1 2017.
  • 79 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.