CWM
TVRD

Concert Wealth Management’s Tvardi Therapeutics TVRD Stock Holding History

Concert Wealth 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
2017
Q3 		– Sell
-517
Closed -$285K – 153
2017
Q2 		$285K Buy
+517
New +$328K 0.28% 106

Other funds holding TVRD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concert Wealth Management's TVRD Position: Q3 2017 in Review

Concert Wealth Management sold out of Tvardi Therapeutics (TVRD) in Q3 2017, closing a stake of 517 shares — an estimated $285K sold.

Concert Wealth Management first reported a position in TVRD in Q2 2017 and held it in 1 quarter. The position peaked at $285K in Q2 2017. 121 funds tracked by Wall St. Rank hold TVRD as of Q3 2017.

  • Concert Wealth Management reported no remaining Tvardi Therapeutics position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 517 Tvardi Therapeutics shares in Q3 2017, an estimated $285K.
  • Concert Wealth Management first reported a position in Tvardi Therapeutics in Q2 2017 and held it in 1 quarter.
  • Concert Wealth Management's Tvardi Therapeutics position peaked at $285K in Q2 2017.
  • 121 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.