Baldwin Wealth Partners’s Tvardi Therapeutics TVRD Stock Holding History

Baldwin Wealth Partners’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	-14	Closed	-$154	–	1077
2024 Q3	$154	Sell	14 -83	-86%	-$973	﹤0.01%	1066
2024 Q2	$903	Hold	97	–	–	﹤0.01%	725
2024 Q1	$3.19K	Hold	97	–	–	﹤0.01%	623
2023 Q4	$2.6K	Sell	97 -348	-78%	-$14.4K	﹤0.01%	659
2023 Q3	$26.9K	Hold	445	–	–	﹤0.01%	475
2023 Q2	$45.3K	Hold	445	–	–	﹤0.01%	424
2023 Q1	$78.6K	Sell	445 -42	-9%	-$14.1K	0.01%	353
2022 Q4	$188K	Sell	487 -22	-4%	-$8.36K	0.02%	237
2022 Q3	$172K	Hold	509	–	–	0.02%	182
2022 Q2	$167K	Hold	509	–	–	0.02%	202
2022 Q1	$223K	Buy	509 +148	+41%	+$60.8K	0.02%	194
2021 Q4	$158K	Sell	361 -83	-19%	-$41.7K	0.02%	221
2021 Q3	$247K	Hold	444	–	–	0.03%	184
2021 Q2	$228K	Buy	444 +18	+4%	+$11.4K	0.02%	186
2021 Q1	$333K	Sell	426 -28	-6%	-$19.2K	0.04%	138
2020 Q4	$247K	Sell	454 -19	-4%	-$9.96K	0.03%	154
2020 Q3	$217K	Hold	473	–	–	0.03%	153
2020 Q2	$291K	Hold	473	–	–	0.04%	133
2020 Q1	$225K	Sell	473 -148	-24%	-$80.4K	0.04%	136
2019 Q4	$360K	Hold	621	–	–	0.05%	135
2019 Q3	$409K	Hold	621	–	–	0.06%	120
2019 Q2	$481K	Hold	621	–	–	0.07%	124
2019 Q1	$439K	Hold	621	–	–	0.07%	135
2018 Q4	$291K	Hold	621	–	–	0.05%	162
2018 Q3	$535K	Sell	621 -28	-4%	-$20.2K	0.07%	121
2018 Q2	$447K	Hold	649	–	–	0.07%	133
2018 Q1	$289K	Hold	649	–	–	0.05%	168
2017 Q4	$286K	Hold	649	–	–	0.04%	171
2017 Q3	$320K	Hold	649	–	–	0.05%	159
2017 Q2	$359K	Hold	649	–	–	0.06%	153
2017 Q1	$429K	Sell	649 -416	-39%	-$222K	0.07%	137
2016 Q4	$356K	Sell	1,065 -28	-3%	-$8.99K	0.06%	144
2016 Q3	$329K	Hold	1,093	–	–	0.06%	149
2016 Q2	$189K	Sell	1,093 -264	-19%	-$57.5K	0.04%	167
2016 Q1	$304K	Sell	1,357 -88	-6%	-$26.3K	0.05%	178
2015 Q4	$877K	Hold	1,445	–	–	0.14%	129
2015 Q3	$743K	Hold	1,445	–	–	0.13%	138
2015 Q2	$632K	Sell	1,445 -14	-1%	-$5.41K	0.09%	157
2015 Q1	$528K	Hold	1,459	–	–	0.08%	167
2014 Q4	$524K	Sell	1,459 -8	-0.5%	-$2.58K	0.08%	172
2014 Q3	$443K	Buy	1,467 +953	+185%	+$391K	0.06%	186
2014 Q2	$315K	Buy	514 +139	+37%	+$74.8K	0.05%	195
2014 Q1	$251K	Buy	+375	New	+$222K	0.04%	211

Other funds holding TVRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Baldwin Wealth Partners's TVRD Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Tvardi Therapeutics (TVRD) in Q4 2024, closing a stake of 14 shares — an estimated $154 sold.

Baldwin Wealth Partners first reported a position in TVRD in Q1 2014 and held it in 43 quarters. The position peaked at $877K in Q4 2015. 43 funds tracked by Wall St. Rank hold TVRD as of Q4 2024.

Baldwin Wealth Partners reported no remaining Tvardi Therapeutics position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 14 Tvardi Therapeutics shares in Q4 2024, an estimated $154.
Baldwin Wealth Partners first reported a position in Tvardi Therapeutics in Q1 2014 and held it in 43 quarters.
Baldwin Wealth Partners's Tvardi Therapeutics position peaked at $877K in Q4 2015.
43 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.