PFS
TVRD

Prospera Financial Services’s Tvardi Therapeutics TVRD Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-28
Closed -$9K – 1626
2022
Q2 		$9K Sell
28
-6
-18% -$2.1K ﹤0.01% 1375
2022
Q1 		$15K Buy
+34
New +$14K ﹤0.01% 1875
2020
Q4 		– Sell
-51
Closed -$23K – 1617
2020
Q3 		$23K Buy
+51
New +$29.6K 0.01% 864

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
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 $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's TVRD Position: Q3 2022 in Review

Prospera Financial Services sold out of Tvardi Therapeutics (TVRD) in Q3 2022, closing a stake of 28 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in TVRD in Q3 2020 and held it in 3 quarters. The position peaked at $23K in Q3 2020. 165 funds tracked by Wall St. Rank hold TVRD as of Q3 2022.

  • Prospera Financial Services reported no remaining Tvardi Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 28 Tvardi Therapeutics shares in Q3 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in Tvardi Therapeutics in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Tvardi Therapeutics position peaked at $23K in Q3 2020.
  • 165 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.