HFS
TVRD

Heritage Financial Services’s Tvardi Therapeutics TVRD Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-3
Closed – – 527
2022
Q2 		$0 Buy
+3
New +$1.05K ﹤0.01% 546

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
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Financial Services's TVRD Position: Q3 2022 in Review

Heritage Financial Services sold out of Tvardi Therapeutics (TVRD) in Q3 2022, closing a stake of 3 shares.

Heritage Financial Services first reported a position in TVRD in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 165 funds tracked by Wall St. Rank hold TVRD as of Q3 2022.

  • Heritage Financial Services reported no remaining Tvardi Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 3 Tvardi Therapeutics shares in Q3 2022.
  • Heritage Financial Services first reported a position in Tvardi Therapeutics in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Tvardi Therapeutics position peaked at $0 in Q2 2022.
  • 165 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.