IFPG
TVRD

Intrepid Financial Planning Group’s Tvardi Therapeutics TVRD Stock Holding History

Intrepid Financial Planning Group’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
2024
Q1 		– Sell
-292
Closed -$7.8K – 134
2023
Q4 		$7.8K Sell
292
-27
-8% -$1.12K ﹤0.01% 123
2023
Q3 		$19.3K Hold
319
– – 0.01% 119
2023
Q2 		$32.5K Hold
319
– – 0.02% 122
2023
Q1 		$56.5K Hold
319
– – 0.03% 117
2022
Q4 		$124K Sell
319
-84
-21% -$31.9K 0.07% 107
2022
Q3 		$136K Hold
403
– – 0.08% 98
2022
Q2 		$132K Buy
+403
New +$141K 0.07% 98

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
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Intrepid Financial Planning Group's TVRD Position: Q1 2024 in Review

Intrepid Financial Planning Group sold out of Tvardi Therapeutics (TVRD) in Q1 2024, closing a stake of 292 shares — an estimated $7.8K sold.

Intrepid Financial Planning Group first reported a position in TVRD in Q2 2022 and held it in 7 quarters. The position peaked at $136K in Q3 2022. 97 funds tracked by Wall St. Rank hold TVRD as of Q1 2024.

  • Intrepid Financial Planning Group reported no remaining Tvardi Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 292 Tvardi Therapeutics shares in Q1 2024, an estimated $7.8K.
  • Intrepid Financial Planning Group first reported a position in Tvardi Therapeutics in Q2 2022 and held it in 7 quarters.
  • Intrepid Financial Planning Group's Tvardi Therapeutics position peaked at $136K in Q3 2022.
  • 97 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2024, filed 13 May 2024.