Bank of Montreal
TVRD

Bank of Montreal’s Tvardi Therapeutics TVRD Stock Holding History

Bank of Montreal’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
2018
Q1 		– Sell
-944
Closed -$416K – 4378
2017
Q4 		$416K Hold
944
– – ﹤0.01% 2371
2017
Q3 		$465K Buy
944
+694
+278% +$348K ﹤0.01% 2298
2017
Q2 		$139K Hold
250
– – ﹤0.01% 2831
2017
Q1 		$166K Buy
+250
New +$134K ﹤0.01% 2574

Other funds holding TVRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's TVRD Position: Q2 2022 in Review

Bank of Montreal sold out of Tvardi Therapeutics (TVRD) in Q2 2022, closing a stake of 306 shares — an estimated $133K sold.

Bank of Montreal first reported a position in TVRD in Q2 2014 and held it in 30 quarters. The position peaked at $868K in Q3 2017. 179 funds tracked by Wall St. Rank hold TVRD as of Q2 2022.

  • Bank of Montreal reported no remaining Tvardi Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Bank of Montreal sold 306 Tvardi Therapeutics shares in Q2 2022, an estimated $133K.
  • Bank of Montreal first reported a position in Tvardi Therapeutics in Q2 2014 and held it in 30 quarters.
  • Bank of Montreal's Tvardi Therapeutics position peaked at $868K in Q3 2017.
  • 179 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2022.

Based on Bank of Montreal's 13F filing for Q2 2022, filed 11 Aug 2022.