MFS
TVRD

Mirabella Financial Services’s Tvardi Therapeutics TVRD Stock Holding History

Mirabella Financial Services’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
2023
Q3 		– Sell
-396
Closed -$40.3K – 660
2023
Q2 		$40.3K Buy
+396
New +$54.5K ﹤0.01% 467
2023
Q1 		– Sell
-2,783
Closed -$1.08M – 622
2022
Q4 		$1.08M Sell
2,783
-378
-12% -$144K 0.1% 134
2022
Q3 		$1.06M Buy
+3,161
New +$1.14M 0.11% 104

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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Mirabella Financial Services's TVRD Position: Q3 2023 in Review

Mirabella Financial Services sold out of Tvardi Therapeutics (TVRD) in Q3 2023, closing a stake of 396 shares — an estimated $40.3K sold.

Mirabella Financial Services first reported a position in TVRD in Q3 2022 and held it in 3 quarters. The position peaked at $1.08M in Q4 2022. 122 funds tracked by Wall St. Rank hold TVRD as of Q3 2023.

  • Mirabella Financial Services reported no remaining Tvardi Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 396 Tvardi Therapeutics shares in Q3 2023, an estimated $40.3K.
  • Mirabella Financial Services first reported a position in Tvardi Therapeutics in Q3 2022 and held it in 3 quarters.
  • Mirabella Financial Services's Tvardi Therapeutics position peaked at $1.08M in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.