RWM
TVRD

Raffa Wealth Management’s Tvardi Therapeutics TVRD Stock Holding History

Raffa 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
2023
Q4 		– Sell
-2
Closed -$129 – 1078
2023
Q3 		$129 Hold
2
– – ﹤0.01% 1041
2023
Q2 		$218 Hold
2
– – ﹤0.01% 1034
2023
Q1 		$378 Hold
2
– – ﹤0.01% 996
2022
Q4 		$827 Hold
2
– – ﹤0.01% 830
2022
Q3 		$721 Hold
2
– – ﹤0.01% 909
2022
Q2 		$703 Hold
2
– – ﹤0.01% 929
2022
Q1 		$936 Hold
2
– – ﹤0.01% 891
2021
Q4 		$938 Hold
2
– – ﹤0.01% 902
2021
Q3 		$1.19K Hold
2
– – ﹤0.01% 768
2021
Q2 		$1.1K Hold
2
– – ﹤0.01% 794
2021
Q1 		$1.67K Hold
2
– – ﹤0.01% 688
2020
Q4 		$1.17K Hold
2
– – ﹤0.01% 704
2020
Q3 		$980 Hold
2
– – ﹤0.01% 673
2020
Q2 		$1.32K Buy
+2
New +$1.1K ﹤0.01% 584

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Raffa Wealth Management's TVRD Position: Q4 2023 in Review

Raffa Wealth Management sold out of Tvardi Therapeutics (TVRD) in Q4 2023, closing a stake of 2 shares — an estimated $129 sold.

Raffa Wealth Management first reported a position in TVRD in Q2 2020 and held it in 14 quarters. The position peaked at $1.67K in Q1 2021. 109 funds tracked by Wall St. Rank hold TVRD as of Q4 2023.

  • Raffa Wealth Management reported no remaining Tvardi Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Raffa Wealth Management sold 2 Tvardi Therapeutics shares in Q4 2023, an estimated $129.
  • Raffa Wealth Management first reported a position in Tvardi Therapeutics in Q2 2020 and held it in 14 quarters.
  • Raffa Wealth Management's Tvardi Therapeutics position peaked at $1.67K in Q1 2021.
  • 109 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2023.

Based on Raffa Wealth Management's 13F filing for Q4 2023, filed 27 Jul 2026.