NFG
TVRD

Next Financial Group’s Tvardi Therapeutics TVRD Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-4
Closed -$2K – 3005
2021
Q3 		$2K Sell
4
-7
-64% -$3.51K ﹤0.01% 2539
2021
Q2 		$6K Hold
11
– – ﹤0.01% 2171
2021
Q1 		$9K Hold
11
– – ﹤0.01% 1930
2020
Q4 		$6K Hold
11
– – ﹤0.01% 1951
2020
Q3 		$5K Buy
+11
New +$6.39K ﹤0.01% 1870
2020
Q2 		– Sell
-11
Closed -$5K – 1940
2020
Q1 		$5K Sell
11
-8
-42% -$4.35K ﹤0.01% 1727
2019
Q4 		$11K Sell
19
-2
-10% -$1.4K ﹤0.01% 1748
2019
Q3 		$14K Buy
21
+7
+50% +$5.82K ﹤0.01% 1588
2019
Q2 		$10K Buy
+14
New +$9.84K ﹤0.01% 1696
2019
Q1 		– Sell
-31
Closed -$14K – 2155
2018
Q4 		$14K Buy
+31
New +$20K ﹤0.01% 1248
2017
Q4 		– Sell
-1
Closed – – 1465
2017
Q3 		$0 Hold
1
– – ﹤0.01% 1978
2017
Q2 		$1K Hold
1
– – ﹤0.01% 1872
2017
Q1 		$1K Buy
+1
New +$534 ﹤0.01% 1835
2016
Q4 		– Sell
-7
Closed -$2K – 2496
2016
Q3 		$2K Buy
+7
New +$1.52K ﹤0.01% 2192

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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 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
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.66B AUM 11.67% 1-Year Est. Return

Next Financial Group's TVRD Position: Q4 2021 in Review

Next Financial Group sold out of Tvardi Therapeutics (TVRD) in Q4 2021, closing a stake of 4 shares — an estimated $2K sold.

Next Financial Group first reported a position in TVRD in Q3 2016 and held it in 14 quarters. The position peaked at $14K in Q3 2019. 180 funds tracked by Wall St. Rank hold TVRD as of Q4 2021.

  • Next Financial Group reported no remaining Tvardi Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 4 Tvardi Therapeutics shares in Q4 2021, an estimated $2K.
  • Next Financial Group first reported a position in Tvardi Therapeutics in Q3 2016 and held it in 14 quarters.
  • Next Financial Group's Tvardi Therapeutics position peaked at $14K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.