Principal Financial Group
TVRD

Principal Financial Group’s Tvardi Therapeutics TVRD Stock Holding History

Principal 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
2024
Q2 		– Sell
-459
Closed -$15K – 2481
2024
Q1 		$15K Sell
459
-42
-8% -$1.09K ﹤0.01% 2416
2023
Q4 		$13.4K Sell
501
-36
-7% -$1.49K ﹤0.01% 2401
2023
Q3 		$32.5K Buy
537
+40
+8% +$3.75K ﹤0.01% 2378
2023
Q2 		$50.7K Sell
497
-7,305
-94% -$1.01M ﹤0.01% 2359
2023
Q1 		$1.38M Sell
7,802
-105
-1% -$35.2K ﹤0.01% 1813
2022
Q4 		$3.06M Sell
7,907
-268
-3% -$102K ﹤0.01% 1684
2022
Q3 		$2.75M Sell
8,175
-31
-0.4% -$11.2K ﹤0.01% 1658
2022
Q2 		$2.7M Sell
8,206
-1,960
-19% -$688K ﹤0.01% 1739
2022
Q1 		$4.45M Sell
10,166
-1,323
-12% -$543K ﹤0.01% 1699
2021
Q4 		$5.04M Buy
11,489
+1,682
+17% +$845K ﹤0.01% 1663
2021
Q3 		$5.45M Sell
9,807
-358
-4% -$180K ﹤0.01% 1659
2021
Q2 		$5.22M Buy
10,165
+9,876
+3,417% +$6.26M ﹤0.01% 1701
2021
Q1 		$226K Sell
289
-1
-0.3% -$685 ﹤0.01% 2347
2020
Q4 		$158K Buy
+290
New +$152K ﹤0.01% 2326

Other funds holding TVRD

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group's TVRD Position: Q2 2024 in Review

Principal Financial Group sold out of Tvardi Therapeutics (TVRD) in Q2 2024, closing a stake of 459 shares — an estimated $15K sold.

Principal Financial Group first reported a position in TVRD in Q4 2020 and held it in 14 quarters. The position peaked at $5.45M in Q3 2021. 79 funds tracked by Wall St. Rank hold TVRD as of Q2 2024.

  • Principal Financial Group reported no remaining Tvardi Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 459 Tvardi Therapeutics shares in Q2 2024, an estimated $15K.
  • Principal Financial Group first reported a position in Tvardi Therapeutics in Q4 2020 and held it in 14 quarters.
  • Principal Financial Group's Tvardi Therapeutics position peaked at $5.45M in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.