Krilogy Financial’s Tvardi Therapeutics TVRD Stock Holding History

Krilogy Financial’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
2018 Q4	–	Sell	-19	Closed	-$17K	–	707
2018 Q3	$17K	Buy	+19	New	+$13.7K	﹤0.01%	455
2018 Q2	–	Sell	-12	Closed	-$6K	–	653
2018 Q1	$6K	Sell	12 -6	-33%	-$2.91K	﹤0.01%	588
2017 Q4	$8K	Hold	18	–	–	﹤0.01%	549
2017 Q3	$9K	Hold	18	–	–	﹤0.01%	596
2017 Q2	$10K	Buy	18 +15	+500%	+$9.52K	﹤0.01%	536
2017 Q1	$1K	Hold	3	–	–	﹤0.01%	695
2016 Q4	$1K	Buy	+3	New	+$963	﹤0.01%	695
2016 Q3	–	Sell	-44	Closed	-$8K	–	782
2016 Q2	$8K	Buy	+44	New	+$9.58K	﹤0.01%	567

Other funds holding TVRD

RCP

Rho Capital Partners New York $20.4M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Krilogy Financial's TVRD Position: Q4 2018 in Review

Krilogy Financial sold out of Tvardi Therapeutics (TVRD) in Q4 2018, closing a stake of 19 shares — an estimated $17K sold.

Krilogy Financial first reported a position in TVRD in Q2 2016 and held it in 8 quarters. The position peaked at $17K in Q3 2018. 134 funds tracked by Wall St. Rank hold TVRD as of Q4 2018.

Krilogy Financial reported no remaining Tvardi Therapeutics position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 19 Tvardi Therapeutics shares in Q4 2018, an estimated $17K.
Krilogy Financial first reported a position in Tvardi Therapeutics in Q2 2016 and held it in 8 quarters.
Krilogy Financial's Tvardi Therapeutics position peaked at $17K in Q3 2018.
134 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.