CA
TVRD

Clearstead Advisors’s Tvardi Therapeutics TVRD Stock Holding History

Clearstead 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
2024
Q2 		– Sell
-6
Closed -$151 – 2078
2024
Q1 		$151 Hold
6
– – ﹤0.01% 1495
2023
Q4 		$149 Sell
6
-5
-45% -$207 ﹤0.01% 1490
2023
Q3 		$672 Buy
11
+5
+83% +$469 ﹤0.01% 1477
2023
Q2 		$566 Hold
6
– – ﹤0.01% 1292
2023
Q1 		$982 Hold
6
– – ﹤0.01% 1244
2022
Q4 		$2.15K Hold
6
– – ﹤0.01% 1081
2022
Q3 		$2K Hold
6
– – ﹤0.01% 1114
2022
Q2 		$2K Hold
6
– – ﹤0.01% 1145
2022
Q1 		$2K Hold
6
– – ﹤0.01% 1250
2021
Q4 		$2K Buy
+6
New +$3.02K ﹤0.01% 1147

Other funds holding TVRD

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
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors's TVRD Position: Q2 2024 in Review

Clearstead Advisors sold out of Tvardi Therapeutics (TVRD) in Q2 2024, closing a stake of 6 shares — an estimated $151 sold.

Clearstead Advisors first reported a position in TVRD in Q4 2021 and held it in 10 quarters. The position peaked at $2.15K in Q4 2022. 79 funds tracked by Wall St. Rank hold TVRD as of Q2 2024.

  • Clearstead Advisors reported no remaining Tvardi Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Clearstead Advisors sold 6 Tvardi Therapeutics shares in Q2 2024, an estimated $151.
  • Clearstead Advisors first reported a position in Tvardi Therapeutics in Q4 2021 and held it in 10 quarters.
  • Clearstead Advisors's Tvardi Therapeutics position peaked at $2.15K in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2024.

Based on Clearstead Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.