GWMIA
TVRD

Global Wealth Management Investment Advisory’s Tvardi Therapeutics TVRD Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-6
Closed -$3K – 780
2018
Q4 		$3K Buy
+6
New +$3.87K ﹤0.01% 555

Other funds holding TVRD

RCP
Rho Capital Partners New York $20.4M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's TVRD Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of Tvardi Therapeutics (TVRD) in Q1 2019, closing a stake of 6 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in TVRD in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 135 funds tracked by Wall St. Rank hold TVRD as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining Tvardi Therapeutics position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 6 Tvardi Therapeutics shares in Q1 2019, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Tvardi Therapeutics in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Tvardi Therapeutics position peaked at $3K in Q4 2018.
  • 135 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.