Cambridge Investment Research Advisors
TVRD

Cambridge Investment Research Advisors’s Tvardi Therapeutics TVRD Stock Holding History

Cambridge Investment Research 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
2023
Q1 		– Sell
-554
Closed -$214K – 3271
2022
Q4 		$214K Buy
554
+7
+1% +$2.66K ﹤0.01% 2703
2022
Q3 		$184K Buy
547
+8
+1% +$2.9K ﹤0.01% 2723
2022
Q2 		$177K Sell
539
-20
-4% -$7.02K ﹤0.01% 2752
2022
Q1 		$245K Buy
559
+69
+14% +$28.3K ﹤0.01% 2717
2021
Q4 		$215K Buy
490
+7
+1% +$3.52K ﹤0.01% 2836
2021
Q3 		$269K Buy
483
+93
+24% +$46.7K ﹤0.01% 2550
2021
Q2 		$201K Buy
390
+20
+5% +$12.7K ﹤0.01% 2838
2021
Q1 		$289K Buy
370
+81
+28% +$55.5K ﹤0.01% 2312
2020
Q4 		$158K Buy
+289
New +$151K ﹤0.01% 2530
2020
Q3 		– Sell
-280
Closed -$172K – 2611
2020
Q2 		$172K Sell
280
-5
-2% -$2.76K ﹤0.01% 2205
2020
Q1 		$136K Sell
285
-55
-16% -$29.9K ﹤0.01% 2053
2019
Q4 		$197K Sell
340
-19
-5% -$13.3K ﹤0.01% 2219
2019
Q3 		$237K Sell
359
-193
-35% -$160K ﹤0.01% 1998
2019
Q2 		$428K Sell
552
-237
-30% -$167K ﹤0.01% 1532
2019
Q1 		$558K Sell
789
-5
-0.6% -$2.99K 0.01% 1411
2018
Q4 		$372K Buy
794
+59
+8% +$38.1K ﹤0.01% 1508
2018
Q3 		$634K Buy
735
+157
+27% +$113K 0.01% 1307
2018
Q2 		$398K Buy
578
+13
+2% +$6.61K ﹤0.01% 1541
2018
Q1 		$252K Buy
565
+23
+4% +$11.2K ﹤0.01% 1802
2017
Q4 		$239K Sell
542
-38
-7% -$17.3K ﹤0.01% 1801
2017
Q3 		$286K Buy
580
+60
+12% +$30K ﹤0.01% 1577
2017
Q2 		$288K Buy
520
+192
+59% +$122K ﹤0.01% 1531
2017
Q1 		$217K Buy
328
+1
+0.3% +$534 ﹤0.01% 1566
2016
Q4 		$109K Buy
327
+41
+14% +$13.2K ﹤0.01% 1584
2016
Q3 		$86K Buy
+286
New +$62K ﹤0.01% 1679

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

Cambridge Investment Research Advisors's TVRD Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of Tvardi Therapeutics (TVRD) in Q1 2023, closing a stake of 554 shares — an estimated $214K sold.

Cambridge Investment Research Advisors first reported a position in TVRD in Q3 2016 and held it in 25 quarters. The position peaked at $634K in Q3 2018. 163 funds tracked by Wall St. Rank hold TVRD as of Q1 2023.

  • Cambridge Investment Research Advisors reported no remaining Tvardi Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 554 Tvardi Therapeutics shares in Q1 2023, an estimated $214K.
  • Cambridge Investment Research Advisors first reported a position in Tvardi Therapeutics in Q3 2016 and held it in 25 quarters.
  • Cambridge Investment Research Advisors's Tvardi Therapeutics position peaked at $634K in Q3 2018.
  • 163 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.