KWA
THRD

Kingswood Wealth Advisors’s Third Harmonic Bio THRD Stock Holding History

Kingswood Wealth Advisors’s Portfolio THRD Stock Details THRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-33,500
Closed -$116K – 789
2025
Q1 		$116K Buy
33,500
+2,400
+8% +$11.6K 0.01% 702
2024
Q4 		$320K Buy
31,100
+10,200
+49% +$127K 0.02% 585
2024
Q3 		$283K Buy
20,900
+2,000
+11% +$24.8K 0.02% 586
2024
Q2 		$246K Buy
+18,900
New +$234K 0.02% 580

Other funds holding THRD

AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Kingswood Wealth Advisors's THRD Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Third Harmonic Bio (THRD) in Q2 2025, closing a stake of 33,500 shares — an estimated $116K sold.

Kingswood Wealth Advisors first reported a position in THRD in Q2 2024 and held it in 4 quarters. The position peaked at $320K in Q4 2024. 106 funds tracked by Wall St. Rank hold THRD as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining Third Harmonic Bio position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 33,500 Third Harmonic Bio shares in Q2 2025, an estimated $116K.
  • Kingswood Wealth Advisors first reported a position in Third Harmonic Bio in Q2 2024 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Third Harmonic Bio position peaked at $320K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Third Harmonic Bio as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.