PWM
TVRD

Perigon Wealth Management’s Tvardi Therapeutics TVRD Stock Holding History

Perigon 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
2018
Q2 		– Sell
-2
Closed -$1K – 618
2018
Q1 		$1K Hold
2
– – ﹤0.01% 628
2017
Q4 		$1K Hold
2
– – ﹤0.01% 597
2017
Q3 		$1K Buy
+2
New +$1K ﹤0.01% 635

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Perigon Wealth Management's TVRD Position: Q2 2018 in Review

Perigon Wealth Management sold out of Tvardi Therapeutics (TVRD) in Q2 2018, closing a stake of 2 shares — an estimated $1K sold.

Perigon Wealth Management first reported a position in TVRD in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 130 funds tracked by Wall St. Rank hold TVRD as of Q2 2018.

  • Perigon Wealth Management reported no remaining Tvardi Therapeutics position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 2 Tvardi Therapeutics shares in Q2 2018, an estimated $1K.
  • Perigon Wealth Management first reported a position in Tvardi Therapeutics in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Tvardi Therapeutics position peaked at $1K in Q1 2018.
  • 130 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.