GWS
TVRD

Glassman Wealth Services’s Tvardi Therapeutics TVRD Stock Holding History

Glassman Wealth Services’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
2023
Q4 		– Sell
-21
Closed -$1.25K – 2089
2023
Q3 		$1.25K Buy
+21
New +$1.97K ﹤0.01% 1488
2021
Q2 		– Hold
0
– – – 1693
2021
Q1 		– Hold
0
– – – 1670
2019
Q4 		– Hold
0
– – – 1532
2019
Q3 		– Hold
0
– – – 1416

Other funds holding TVRD

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Glassman Wealth Services's TVRD Position: Q4 2023 in Review

Glassman Wealth Services sold out of Tvardi Therapeutics (TVRD) in Q4 2023, closing a stake of 21 shares — an estimated $1.25K sold.

Glassman Wealth Services first reported a position in TVRD in Q3 2023 and held it in 1 quarter. The position peaked at $1.25K in Q3 2023. 109 funds tracked by Wall St. Rank hold TVRD as of Q4 2023.

  • Glassman Wealth Services reported no remaining Tvardi Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 21 Tvardi Therapeutics shares in Q4 2023, an estimated $1.25K.
  • Glassman Wealth Services first reported a position in Tvardi Therapeutics in Q3 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Tvardi Therapeutics position peaked at $1.25K in Q3 2023.
  • 109 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.