Nisa Investment Advisors
TVRD

Nisa Investment Advisors’s Tvardi Therapeutics TVRD Stock Holding History

Nisa Investment 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
2023
Q4 		– Sell
-3
Closed -$203 – 2768
2023
Q3 		$203 Sell
3
-65
-96% -$6.1K ﹤0.01% 2664
2023
Q2 		$6.96K Buy
68
+51
+300% +$7.03K ﹤0.01% 2301
2023
Q1 		$3K Sell
17
-1
-6% -$335 ﹤0.01% 2300
2022
Q4 		$7K Hold
18
– – ﹤0.01% 2263
2022
Q3 		$6K Buy
18
+1
+6% +$362 ﹤0.01% 2274
2022
Q2 		$5K Hold
17
– – ﹤0.01% 2276
2022
Q1 		$7K Sell
17
-320
-95% -$131K ﹤0.01% 2267
2021
Q4 		$140K Buy
337
+41
+14% +$20.6K ﹤0.01% 1391
2021
Q3 		$165 Buy
296
+272
+1,133% +$136K ﹤0.01% 1483
2021
Q2 		$12 Hold
24
– – ﹤0.01% 2211
2021
Q1 		$18 Hold
24
– – ﹤0.01% 2144
2020
Q4 		$13K Buy
24
+10
+71% +$5.24K ﹤0.01% 2183
2020
Q3 		$6K Hold
14
– – ﹤0.01% 2186
2020
Q2 		$9K Hold
14
– – ﹤0.01% 1946
2020
Q1 		$7K Hold
14
– – ﹤0.01% 1914
2019
Q4 		$8K Hold
14
– – ﹤0.01% 1877
2019
Q3 		$9K Hold
14
– – ﹤0.01% 1822
2019
Q2 		$11K Hold
14
– – ﹤0.01% 1739
2019
Q1 		$10K Sell
14
-4
-22% -$2.39K ﹤0.01% 1766
2018
Q4 		$8K Hold
18
– – ﹤0.01% 1709
2018
Q3 		$16K Hold
18
– – ﹤0.01% 1593
2018
Q2 		$12K Hold
18
– – ﹤0.01% 1687
2018
Q1 		$8K Sell
18
-4
-18% -$1.94K ﹤0.01% 1721
2017
Q4 		$10K Buy
22
+8
+57% +$3.65K ﹤0.01% 1749
2017
Q3 		$7K Hold
14
– – ﹤0.01% 1796
2017
Q2 		$8K Hold
14
– – ﹤0.01% 1769
2017
Q1 		$9K Buy
+14
New +$7.48K ﹤0.01% 1715

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nisa Investment Advisors's TVRD Position: Q4 2023 in Review

Nisa Investment Advisors sold out of Tvardi Therapeutics (TVRD) in Q4 2023, closing a stake of 3 shares — an estimated $203 sold.

Nisa Investment Advisors first reported a position in TVRD in Q1 2017 and held it in 27 quarters. The position peaked at $140K in Q4 2021. 109 funds tracked by Wall St. Rank hold TVRD as of Q4 2023.

  • Nisa Investment Advisors reported no remaining Tvardi Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 3 Tvardi Therapeutics shares in Q4 2023, an estimated $203.
  • Nisa Investment Advisors first reported a position in Tvardi Therapeutics in Q1 2017 and held it in 27 quarters.
  • Nisa Investment Advisors's Tvardi Therapeutics position peaked at $140K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2023.

Based on Nisa Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.