BAAM
TVRD

Baker Avenue Asset Management’s Tvardi Therapeutics TVRD Stock Holding History

Baker Avenue Asset 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
2023
Q1 		– Sell
-2
Closed -$666 – 1764
2022
Q4 		$666 Buy
+2
New +$760 ﹤0.01% 1224
2017
Q4 		– Sell
-951
Closed -$468K – 244
2017
Q3 		$468K Buy
951
+78
+9% +$39.1K 0.05% 174
2017
Q2 		$484K Buy
+873
New +$554K 0.06% 154

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

Baker Avenue Asset Management's TVRD Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of Tvardi Therapeutics (TVRD) in Q1 2023, closing a stake of 2 shares — an estimated $666 sold.

Baker Avenue Asset Management first reported a position in TVRD in Q2 2017 and held it in 3 quarters. The position peaked at $484K in Q2 2017. 163 funds tracked by Wall St. Rank hold TVRD as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining Tvardi Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 2 Tvardi Therapeutics shares in Q1 2023, an estimated $666.
  • Baker Avenue Asset Management first reported a position in Tvardi Therapeutics in Q2 2017 and held it in 3 quarters.
  • Baker Avenue Asset Management's Tvardi Therapeutics position peaked at $484K in Q2 2017.
  • 163 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.