BRWA
TVRD

B. Riley Wealth Advisors’s Tvardi Therapeutics TVRD Stock Holding History

B. Riley 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
2024
Q4 		– Sell
-1,624
Closed -$16.7K – 1311
2024
Q3 		$16.7K Sell
1,624
-87
-5% -$1.02K ﹤0.01% 1253
2024
Q2 		$15.9K Buy
1,711
+165
+11% +$3.94K ﹤0.01% 1372
2024
Q1 		$93.5K Sell
1,546
-167
-10% -$4.33K ﹤0.01% 1363
2023
Q4 		$45.8K Buy
1,713
+167
+11% +$6.92K ﹤0.01% 1354
2023
Q3 		$93.5K Sell
1,546
-2,759
-64% -$259K ﹤0.01% 1363
2023
Q2 		$439K Buy
4,305
+2,954
+219% +$407K 0.01% 919
2023
Q1 		$239K Buy
1,351
+69
+5% +$23.1K 0.01% 1199
2022
Q4 		$496K Buy
1,282
+55
+4% +$20.9K 0.01% 794
2022
Q3 		$414K Buy
+1,227
New +$444K 0.01% 843

Other funds holding TVRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

B. Riley Wealth Advisors's TVRD Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Tvardi Therapeutics (TVRD) in Q4 2024, closing a stake of 1,624 shares — an estimated $16.7K sold.

B. Riley Wealth Advisors first reported a position in TVRD in Q3 2022 and held it in 9 quarters. The position peaked at $496K in Q4 2022. 43 funds tracked by Wall St. Rank hold TVRD as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Tvardi Therapeutics position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,624 Tvardi Therapeutics shares in Q4 2024, an estimated $16.7K.
  • B. Riley Wealth Advisors first reported a position in Tvardi Therapeutics in Q3 2022 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Tvardi Therapeutics position peaked at $496K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.