CWM
TVRD

Cornerstone Wealth Management’s Tvardi Therapeutics TVRD Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-566
Closed -$1.51M – 1193
2018
Q3 		$1.51M Buy
566
+173
+44% +$125K 0.02% 588
2018
Q2 		$715K Buy
+393
New +$200K 0.01% 883

Other funds holding TVRD

RCP
Rho Capital Partners New York $20.4M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Wealth Management's TVRD Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Tvardi Therapeutics (TVRD) in Q4 2018, closing a stake of 566 shares — an estimated $1.51M sold.

Cornerstone Wealth Management first reported a position in TVRD in Q2 2018 and held it in 2 quarters. The position peaked at $1.51M in Q3 2018. 134 funds tracked by Wall St. Rank hold TVRD as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Tvardi Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 566 Tvardi Therapeutics shares in Q4 2018, an estimated $1.51M.
  • Cornerstone Wealth Management first reported a position in Tvardi Therapeutics in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Tvardi Therapeutics position peaked at $1.51M in Q3 2018.
  • 134 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.