LFA
TVRD

LGT Financial Advisors’s Tvardi Therapeutics TVRD Stock Holding History

LGT Financial Advisors’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
-5
Closed -$130 – 870
2023
Q4 		$136 Hold
5
– – ﹤0.01% 829
2023
Q3 		$307 Buy
+5
New +$469 ﹤0.01% 914

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

LGT Financial Advisors's TVRD Position: Q1 2024 in Review

LGT Financial Advisors sold out of Tvardi Therapeutics (TVRD) in Q1 2024, closing a stake of 5 shares — an estimated $130 sold.

LGT Financial Advisors first reported a position in TVRD in Q3 2023 and held it in 2 quarters. The position peaked at $307 in Q3 2023. 97 funds tracked by Wall St. Rank hold TVRD as of Q1 2024.

  • LGT Financial Advisors reported no remaining Tvardi Therapeutics position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 5 Tvardi Therapeutics shares in Q1 2024, an estimated $130.
  • LGT Financial Advisors first reported a position in Tvardi Therapeutics in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Tvardi Therapeutics position peaked at $307 in Q3 2023.
  • 97 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.