BAM
TVRD

Belpointe Asset Management’s Tvardi Therapeutics TVRD Stock Holding History

Belpointe 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
Q2 		– Sell
-42
Closed -$7.37K – 3503
2023
Q1 		$7.37K Hold
42
– – ﹤0.01% 2864
2022
Q4 		$16.1K Buy
+42
New +$16K ﹤0.01% 2334

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Belpointe Asset Management's TVRD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Tvardi Therapeutics (TVRD) in Q2 2023, closing a stake of 42 shares — an estimated $7.37K sold.

Belpointe Asset Management first reported a position in TVRD in Q4 2022 and held it in 2 quarters. The position peaked at $16.1K in Q4 2022. 137 funds tracked by Wall St. Rank hold TVRD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Tvardi Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 42 Tvardi Therapeutics shares in Q2 2023, an estimated $7.37K.
  • Belpointe Asset Management first reported a position in Tvardi Therapeutics in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Tvardi Therapeutics position peaked at $16.1K in Q4 2022.
  • 137 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.