SFS
TVRD

Sowell Financial Services’s Tvardi Therapeutics TVRD Stock Holding History

Sowell 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
2021
Q2 		– Sell
-2
Closed -$1K – 2842
2021
Q1 		$1K Hold
2
– – ﹤0.01% 3033
2020
Q4 		$1K Hold
2
– – ﹤0.01% 2642
2020
Q3 		$1K Sell
2
-1
-33% -$581 ﹤0.01% 2456
2020
Q2 		$2K Hold
3
– – ﹤0.01% 2216
2020
Q1 		$1K Sell
3
-98
-97% -$53.3K ﹤0.01% 2346
2019
Q4 		$58K Buy
101
+98
+3,267% +$68.8K ﹤0.01% 1109
2019
Q3 		$2K Buy
+3
New +$2.49K ﹤0.01% 2150

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
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
RCP
Rho Capital Partners New York $20.4M AUM
C
Chescapmanager Baltimore, Maryland $1.17B AUM 42.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Sowell Financial Services's TVRD Position: Q2 2021 in Review

Sowell Financial Services sold out of Tvardi Therapeutics (TVRD) in Q2 2021, closing a stake of 2 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in TVRD in Q3 2019 and held it in 7 quarters. The position peaked at $58K in Q4 2019. 174 funds tracked by Wall St. Rank hold TVRD as of Q2 2021.

  • Sowell Financial Services reported no remaining Tvardi Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2 Tvardi Therapeutics shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Tvardi Therapeutics in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Tvardi Therapeutics position peaked at $58K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.