BWA
TVRD

BDO Wealth Advisors’s Tvardi Therapeutics TVRD Stock Holding History

BDO 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
2022
Q3 		– Sell
-34
Closed -$11K – 1154
2022
Q2 		$11K Hold
34
– – ﹤0.01% 675
2022
Q1 		$15K Hold
34
– – ﹤0.01% 657
2021
Q4 		$15K Hold
34
– – ﹤0.01% 677
2021
Q3 		$19K Hold
34
– – ﹤0.01% 630
2021
Q2 		$18K Hold
34
– – ﹤0.01% 657
2021
Q1 		$27K Hold
34
– – ﹤0.01% 564
2020
Q4 		$19K Hold
34
– – ﹤0.01% 470
2020
Q3 		$16K Hold
34
– – ﹤0.01% 449
2020
Q2 		$21K Hold
34
– – ﹤0.01% 426
2020
Q1 		$16K Buy
+34
New +$18.5K ﹤0.01% 488

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

BDO Wealth Advisors's TVRD Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Tvardi Therapeutics (TVRD) in Q3 2022, closing a stake of 34 shares — an estimated $11K sold.

BDO Wealth Advisors first reported a position in TVRD in Q1 2020 and held it in 10 quarters. The position peaked at $27K in Q1 2021. 164 funds tracked by Wall St. Rank hold TVRD as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Tvardi Therapeutics position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 34 Tvardi Therapeutics shares in Q3 2022, an estimated $11K.
  • BDO Wealth Advisors first reported a position in Tvardi Therapeutics in Q1 2020 and held it in 10 quarters.
  • BDO Wealth Advisors's Tvardi Therapeutics position peaked at $27K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.