IEFM
TVRD

IQ EQ Fund Management’s Tvardi Therapeutics TVRD Stock Holding History

IQ EQ Fund Management’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
-23,579
Closed -$1.43M – 318
2023
Q3 		$1.43M Buy
23,579
+21,231
+904% +$1.99M 0.29% 102
2023
Q2 		$239K Hold
2,348
– – 0.05% 222
2023
Q1 		$415K Buy
2,348
+228
+11% +$76.4K 0.08% 160
2022
Q4 		$820K Buy
2,120
+105
+5% +$39.9K 0.17% 122
2022
Q3 		$679K Sell
2,015
-1,676
-45% -$607K 0.15% 133
2022
Q2 		$1.21M Buy
3,691
+177
+5% +$62.1K 0.24% 124
2022
Q1 		$1.54M Sell
3,514
-1,346
-28% -$553K 0.25% 126
2021
Q4 		$2.13M Buy
4,860
+509
+12% +$256K 0.33% 102
2021
Q3 		$2.42M Buy
4,351
+2,298
+112% +$1.15M 0.37% 91
2021
Q2 		$1.05M Buy
2,053
+514
+33% +$326K 0.16% 152
2021
Q1 		$1.2M Buy
1,539
+1,062
+223% +$727K 0.21% 149
2020
Q4 		$260K Buy
+477
New +$250K 0.06% 208

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

IQ EQ Fund Management's TVRD Position: Q4 2023 in Review

IQ EQ Fund Management sold out of Tvardi Therapeutics (TVRD) in Q4 2023, closing a stake of 23,579 shares — an estimated $1.43M sold.

IQ EQ Fund Management first reported a position in TVRD in Q4 2020 and held it in 12 quarters. The position peaked at $2.42M in Q3 2021. 109 funds tracked by Wall St. Rank hold TVRD as of Q4 2023.

  • IQ EQ Fund Management reported no remaining Tvardi Therapeutics position as of Q4 2023 after selling out during the quarter.
  • IQ EQ Fund Management sold 23,579 Tvardi Therapeutics shares in Q4 2023, an estimated $1.43M.
  • IQ EQ Fund Management first reported a position in Tvardi Therapeutics in Q4 2020 and held it in 12 quarters.
  • IQ EQ Fund Management's Tvardi Therapeutics position peaked at $2.42M in Q3 2021.
  • 109 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2023.

Based on IQ EQ Fund Management's 13F filing for Q4 2023, filed 9 Feb 2024.