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Kingswood Wealth Advisors’s Trevi Therapeutics TRVI Stock Holding History

Kingswood Wealth Advisors’s Portfolio TRVI Stock Details TRVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,907
Closed -$99.8K – 915
2025
Q3 		$99.8K Sell
10,907
-3,725
-25% -$27.9K 0.01% 782
2025
Q2 		$80K Buy
+14,632
New +$91K 0.01% 735

Other funds holding TRVI

NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

Kingswood Wealth Advisors's TRVI Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Trevi Therapeutics (TRVI) in Q4 2025, closing a stake of 10,907 shares — an estimated $99.8K sold.

Kingswood Wealth Advisors first reported a position in TRVI in Q2 2025 and held it in 2 quarters. The position peaked at $99.8K in Q3 2025. 184 funds tracked by Wall St. Rank hold TRVI as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining Trevi Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,907 Trevi Therapeutics shares in Q4 2025, an estimated $99.8K.
  • Kingswood Wealth Advisors first reported a position in Trevi Therapeutics in Q2 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Trevi Therapeutics position peaked at $99.8K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Trevi Therapeutics as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.