Creative Planning
TVRD

Creative Planning’s Tvardi Therapeutics TVRD Stock Holding History

Creative Planning’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
2019
Q3 		– Sell
-267
Closed -$207K – 2127
2019
Q2 		$207K Buy
+267
New +$188K ﹤0.01% 1598
2018
Q4 		– Sell
-240
Closed -$207K – 2140
2018
Q3 		$207K Buy
+240
New +$173K ﹤0.01% 1657
2018
Q1 		– Sell
-651
Closed -$287K – 2139
2017
Q4 		$287K Sell
651
-85
-12% -$38.7K ﹤0.01% 1388
2017
Q3 		$363K Buy
736
+11
+2% +$5.51K ﹤0.01% 1220
2017
Q2 		$402K Buy
725
+327
+82% +$207K ﹤0.01% 1135
2017
Q1 		$264K Buy
398
+33
+9% +$17.6K ﹤0.01% 1334
2016
Q4 		$122K Buy
365
+198
+119% +$63.5K ﹤0.01% 1725
2016
Q3 		$50K Buy
+167
New +$36.2K ﹤0.01% 2365

Other funds holding TVRD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 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
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Creative Planning's TVRD Position: Q3 2019 in Review

Creative Planning sold out of Tvardi Therapeutics (TVRD) in Q3 2019, closing a stake of 267 shares — an estimated $207K sold.

Creative Planning first reported a position in TVRD in Q3 2016 and held it in 8 quarters. The position peaked at $402K in Q2 2017. 144 funds tracked by Wall St. Rank hold TVRD as of Q3 2019.

  • Creative Planning reported no remaining Tvardi Therapeutics position as of Q3 2019 after selling out during the quarter.
  • Creative Planning sold 267 Tvardi Therapeutics shares in Q3 2019, an estimated $207K.
  • Creative Planning first reported a position in Tvardi Therapeutics in Q3 2016 and held it in 8 quarters.
  • Creative Planning's Tvardi Therapeutics position peaked at $402K in Q2 2017.
  • 144 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2019.

Based on Creative Planning's 13F filing for Q3 2019, filed 1 Nov 2019.