PFGIA
TVRD

Patriot Financial Group Insurance Agency’s Tvardi Therapeutics TVRD Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-322
Closed -$125K – 491
2022
Q4 		$125K Sell
322
-14
-4% -$5.32K 0.02% 406
2022
Q3 		$113K Sell
336
-137
-29% -$49.6K 0.03% 380
2022
Q2 		$156K Sell
473
-673
-59% -$236K 0.03% 439
2022
Q1 		$501K Buy
1,146
+29
+3% +$11.9K 0.09% 234
2021
Q4 		$490K Buy
1,117
+248
+29% +$125K 0.08% 248
2021
Q3 		$483K Buy
+869
New +$436K 0.09% 240
2020
Q2 		– Sell
-6
Closed -$3K – 1869
2020
Q1 		$3K Hold
6
– – ﹤0.01% 1257
2019
Q4 		$3K Hold
6
– – ﹤0.01% 1076
2019
Q3 		$4K Hold
6
– – ﹤0.01% 1001
2019
Q2 		$4K Hold
6
– – ﹤0.01% 1011
2019
Q1 		$4K Sell
6
-8
-57% -$4.79K ﹤0.01% 916
2018
Q4 		$7K Buy
14
+8
+133% +$5.16K ﹤0.01% 685
2018
Q3 		$5K Hold
6
– – ﹤0.01% 755
2018
Q2 		$4K Sell
6
-33
-85% -$16.8K ﹤0.01% 511
2018
Q1 		$17K Hold
39
– – 0.01% 508
2017
Q4 		$16K Hold
39
– – 0.01% 503
2017
Q3 		$19K Hold
39
– – 0.02% 426
2017
Q2 		$17K Buy
39
+6
+18% +$3.81K 0.02% 423
2017
Q1 		$21K Hold
33
– – 0.02% 349
2016
Q4 		$14K Buy
+33
New +$10.6K 0.02% 414

Other funds holding TVRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 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 $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TVRD Position: Q1 2023 in Review

Patriot Financial Group Insurance Agency sold out of Tvardi Therapeutics (TVRD) in Q1 2023, closing a stake of 322 shares — an estimated $125K sold.

Patriot Financial Group Insurance Agency first reported a position in TVRD in Q4 2016 and held it in 20 quarters. The position peaked at $501K in Q1 2022. 163 funds tracked by Wall St. Rank hold TVRD as of Q1 2023.

  • Patriot Financial Group Insurance Agency reported no remaining Tvardi Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 322 Tvardi Therapeutics shares in Q1 2023, an estimated $125K.
  • Patriot Financial Group Insurance Agency first reported a position in Tvardi Therapeutics in Q4 2016 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's Tvardi Therapeutics position peaked at $501K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2023, filed 20 Apr 2023.