Steward Partners Investment Advisory’s Tvardi Therapeutics TVRD Stock Holding History

Steward Partners Investment Advisory’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	-4	Closed	-$46	–	4124
2024 Q3	$46	Hold	4	–	–	﹤0.01%	3695
2024 Q2	$39	Hold	4	–	–	﹤0.01%	3581
2024 Q1	$137	Hold	4	–	–	﹤0.01%	3493
2023 Q4	$111	Hold	4	–	–	﹤0.01%	3438
2023 Q3	$252	Hold	4	–	–	﹤0.01%	3283
2023 Q2	$425	Hold	4	–	–	﹤0.01%	3199
2023 Q1	$737	Buy	+4	New	+$1.34K	﹤0.01%	3147
2021 Q2	–	Sell	-39	Closed	-$30.7K	–	7454
2021 Q1	$30.7K	Buy	+39	New	+$26.7K	﹤0.01%	2249
2020 Q4	–	Sell	-8	Closed	-$4K	–	3009
2020 Q3	$4K	Buy	+8	New	+$4.65K	﹤0.01%	2457
2017 Q2	–	Sell	-8	Closed	-$5K	–	1708
2017 Q1	$5K	Buy	+8	New	+$4.27K	﹤0.01%	1143

Other funds holding TVRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Steward Partners Investment Advisory's TVRD Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Tvardi Therapeutics (TVRD) in Q4 2024, closing a stake of 4 shares — an estimated $46 sold.

Steward Partners Investment Advisory first reported a position in TVRD in Q1 2017 and held it in 10 quarters. The position peaked at $30.7K in Q1 2021. 43 funds tracked by Wall St. Rank hold TVRD as of Q4 2024.

Steward Partners Investment Advisory reported no remaining Tvardi Therapeutics position as of Q4 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 4 Tvardi Therapeutics shares in Q4 2024, an estimated $46.
Steward Partners Investment Advisory first reported a position in Tvardi Therapeutics in Q1 2017 and held it in 10 quarters.
Steward Partners Investment Advisory's Tvardi Therapeutics position peaked at $30.7K in Q1 2021.
43 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.