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

B. Riley 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
2022 Q2	$364	Buy	1,107 +200	+22%	+$70.2K	﹤0.01%	486
2022 Q1	$397K	Sell	907 -3	-0.3%	-$1.23K	0.03%	378
2021 Q4	$399K	Sell	910 -42	-4%	-$21.1K	0.03%	397
2021 Q3	$529K	Buy	+952	New	+$478K	0.04%	321
2020 Q3	–	Sell	-831	Closed	-$512K	–	545
2020 Q2	$512K	Sell	831 -147	-15%	-$81.2K	0.06%	227
2020 Q1	$465K	Buy	978 +65	+7%	+$35.3K	0.05%	277
2019 Q4	$530K	Sell	913 -2	-0.2%	-$1.4K	0.08%	207
2019 Q3	$602K	Sell	915 -19	-2%	-$15.8K	0.11%	184
2019 Q2	$723	Sell	934 -4	-0.4%	-$2.81K	0.11%	169
2019 Q1	$662K	Sell	938 -42	-4%	-$25.1K	0.11%	177
2018 Q4	$459K	Sell	980 -43	-4%	-$27.7K	0.1%	189
2018 Q3	$882K	Buy	+1,023	New	+$739K	0.22%	107
2015 Q3	–	Sell	-13	Closed	-$5K	–	783
2015 Q2	$5K	Buy	+13	New	+$5.02K	﹤0.01%	867

Other funds holding TVRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Management's TVRD Position: Q2 2022 in Review

B. Riley Wealth Management increased its Tvardi Therapeutics (TVRD) stake by 22% in Q2 2022, buying an estimated $70.2K and bringing the position to 1,107 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #486.

B. Riley Wealth Management first reported a position in TVRD in Q2 2015 and has held it in 13 quarters since. The position peaked at $882K in Q3 2018. 178 funds tracked by Wall St. Rank hold TVRD as of Q2 2022.

B. Riley Wealth Management held 1,107 shares of Tvardi Therapeutics worth $364 as of Q2 2022.
B. Riley Wealth Management bought 200 Tvardi Therapeutics shares in Q2 2022, an estimated $70.2K.
Tvardi Therapeutics made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #486 holding.
B. Riley Wealth Management first reported a position in Tvardi Therapeutics in Q2 2015 and has held it in 13 quarters since.
B. Riley Wealth Management's Tvardi Therapeutics position peaked at $882K in Q3 2018.
178 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.