MWM
TVRD

MinichMacGregor Wealth Management’s Tvardi Therapeutics TVRD Stock Holding History

MinichMacGregor Wealth Management’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
2017
Q1 		– Sell
-14
Closed -$4K – 516
2016
Q4 		$4K Buy
+14
New +$4.49K ﹤0.01% 357

Other funds holding TVRD

RCP
Rho Capital Partners New York $20.4M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MinichMacGregor Wealth Management's TVRD Position: Q1 2017 in Review

MinichMacGregor Wealth Management sold out of Tvardi Therapeutics (TVRD) in Q1 2017, closing a stake of 14 shares — an estimated $4K sold.

MinichMacGregor Wealth Management first reported a position in TVRD in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 114 funds tracked by Wall St. Rank hold TVRD as of Q1 2017.

  • MinichMacGregor Wealth Management reported no remaining Tvardi Therapeutics position as of Q1 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 14 Tvardi Therapeutics shares in Q1 2017, an estimated $4K.
  • MinichMacGregor Wealth Management first reported a position in Tvardi Therapeutics in Q4 2016 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Tvardi Therapeutics position peaked at $4K in Q4 2016.
  • 114 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2017, filed 28 Jun 2018.