CWC
TVRD

Carolinas Wealth Consulting’s Tvardi Therapeutics TVRD Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-1
Closed – – 1044
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1011
2020
Q2 		$1K Buy
+1
New +$552 ﹤0.01% 634

Other funds holding TVRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return

Carolinas Wealth Consulting's TVRD Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Tvardi Therapeutics (TVRD) in Q4 2020, closing a stake of 1 share.

Carolinas Wealth Consulting first reported a position in TVRD in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 156 funds tracked by Wall St. Rank hold TVRD as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Tvardi Therapeutics position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Tvardi Therapeutics share in Q4 2020.
  • Carolinas Wealth Consulting first reported a position in Tvardi Therapeutics in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Tvardi Therapeutics position peaked at $1K in Q2 2020.
  • 156 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.