Mackenzie Financial
TVRD

Mackenzie Financial’s Tvardi Therapeutics TVRD Stock Holding History

Mackenzie 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
2024
Q2 		– Sell
-588
Closed -$19.3K – 1650
2024
Q1 		$19.3K Sell
588
-903
-61% -$23.4K ﹤0.01% 1510
2023
Q4 		$39.9K Buy
1,491
+620
+71% +$25.7K ﹤0.01% 1459
2023
Q3 		$50.8K Buy
+871
New +$81.7K ﹤0.01% 1410

Other funds holding TVRD

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mackenzie Financial's TVRD Position: Q2 2024 in Review

Mackenzie Financial sold out of Tvardi Therapeutics (TVRD) in Q2 2024, closing a stake of 588 shares — an estimated $19.3K sold.

Mackenzie Financial first reported a position in TVRD in Q3 2023 and held it in 3 quarters. The position peaked at $50.8K in Q3 2023. 79 funds tracked by Wall St. Rank hold TVRD as of Q2 2024.

  • Mackenzie Financial reported no remaining Tvardi Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Mackenzie Financial sold 588 Tvardi Therapeutics shares in Q2 2024, an estimated $19.3K.
  • Mackenzie Financial first reported a position in Tvardi Therapeutics in Q3 2023 and held it in 3 quarters.
  • Mackenzie Financial's Tvardi Therapeutics position peaked at $50.8K in Q3 2023.
  • 79 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.