PA
TVRD

Pinnacle Associates’s Tvardi Therapeutics TVRD Stock Holding History

Pinnacle Associates’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
2024
Q4 		– Sell
-326
Closed -$8.71K – 901
2024
Q3 		$8.71K Sell
326
-1,267
-80% -$14.9K ﹤0.01% 799
2024
Q2 		$14.8K Buy
+1,593
New +$38K ﹤0.01% 812
2024
Q1 		– Sell
-326
Closed -$8.71K – 850
2023
Q4 		$8.71K Sell
326
-17,709
-98% -$733K ﹤0.01% 815
2023
Q3 		$1.09M Sell
18,035
-644
-3% -$60.4K 0.02% 444
2023
Q2 		$1.9M Sell
18,679
-194
-1% -$26.7K 0.03% 366
2023
Q1 		$3.34M Sell
18,873
-235
-1% -$78.7K 0.07% 245
2022
Q4 		$7.39M Sell
19,108
-486
-2% -$185K 0.16% 155
2022
Q3 		$6.6M Sell
19,594
-1,037
-5% -$376K 0.15% 162
2022
Q2 		$6.78M Buy
20,631
+72
+0.4% +$25.3K 0.15% 165
2022
Q1 		$8.99M Buy
20,559
+9,935
+94% +$4.08M 0.16% 159
2021
Q4 		$4.66M Buy
10,624
+1,209
+13% +$607K 0.08% 225
2021
Q3 		$5.24M Sell
9,415
-296
-3% -$149K 0.1% 214
2021
Q2 		$4.99M Buy
9,711
+137
+1% +$86.8K 0.09% 219
2021
Q1 		$7.48M Sell
9,574
-789
-8% -$540K 0.14% 164
2020
Q4 		$5.64M Sell
10,363
-780
-7% -$409K 0.11% 184
2020
Q3 		$5.11M Sell
11,143
-333
-3% -$193K 0.12% 180
2020
Q2 		$7.06M Sell
11,476
-134
-1% -$74K 0.17% 142
2020
Q1 		$5.52M Sell
11,610
-1,332
-10% -$724K 0.17% 144
2019
Q4 		$7.51M Buy
12,942
+3,279
+34% +$2.3M 0.16% 155
2019
Q3 		$6.36M Buy
+9,663
New +$8.03M 0.15% 165

Other funds holding TVRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pinnacle Associates's TVRD Position: Q4 2024 in Review

Pinnacle Associates sold out of Tvardi Therapeutics (TVRD) in Q4 2024, closing a stake of 326 shares — an estimated $8.71K sold.

Pinnacle Associates first reported a position in TVRD in Q3 2019 and held it in 20 quarters. The position peaked at $8.99M in Q1 2022. 43 funds tracked by Wall St. Rank hold TVRD as of Q4 2024.

  • Pinnacle Associates reported no remaining Tvardi Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Associates sold 326 Tvardi Therapeutics shares in Q4 2024, an estimated $8.71K.
  • Pinnacle Associates first reported a position in Tvardi Therapeutics in Q3 2019 and held it in 20 quarters.
  • Pinnacle Associates's Tvardi Therapeutics position peaked at $8.99M in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.