HA
TVRD

Herold Advisors’s Tvardi Therapeutics TVRD Stock Holding History

Herold Advisors’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
Q2 		– Sell
-22
Closed -$9.72K – 700
2022
Q1 		$9.72K Buy
+22
New +$9.03K ﹤0.01% 603
2021
Q4 		– Sell
-53
Closed -$29K – 675
2021
Q3 		$29K Buy
+53
New +$26.6K 0.01% 463

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

Herold Advisors's TVRD Position: Q2 2022 in Review

Herold Advisors sold out of Tvardi Therapeutics (TVRD) in Q2 2022, closing a stake of 22 shares — an estimated $9.72K sold.

Herold Advisors first reported a position in TVRD in Q3 2021 and held it in 2 quarters. The position peaked at $29K in Q3 2021. 178 funds tracked by Wall St. Rank hold TVRD as of Q2 2022.

  • Herold Advisors reported no remaining Tvardi Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 22 Tvardi Therapeutics shares in Q2 2022, an estimated $9.72K.
  • Herold Advisors first reported a position in Tvardi Therapeutics in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Tvardi Therapeutics position peaked at $29K in Q3 2021.
  • 178 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.