Stifel Financial
TVRD

Stifel Financial’s Tvardi Therapeutics TVRD Stock Holding History

Stifel Financial’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
-9,250
Closed -$103K – 3497
2024
Q3 		$103K Sell
9,250
-3,060
-25% -$35.9K ﹤0.01% 3236
2024
Q2 		$114K Sell
12,310
-8,284
-40% -$198K ﹤0.01% 3196
2024
Q1 		$675K Buy
20,594
+11,898
+137% +$309K ﹤0.01% 2436
2023
Q4 		$233K Buy
8,696
+3,240
+59% +$134K ﹤0.01% 2992
2023
Q3 		$330K Buy
5,456
+477
+10% +$44.7K ﹤0.01% 2733
2023
Q2 		$507K Buy
4,979
+1,504
+43% +$207K ﹤0.01% 2514
2023
Q1 		$614K Buy
3,475
+1,170
+51% +$392K ﹤0.01% 2401
2022
Q4 		$891K Sell
2,305
-175
-7% -$66.5K ﹤0.01% 2087
2022
Q3 		$836K Buy
2,480
+150
+6% +$54.3K ﹤0.01% 2097
2022
Q2 		$766K Sell
2,330
-39
-2% -$13.7K ﹤0.01% 2191
2022
Q1 		$1.04M Buy
2,369
+723
+44% +$297K ﹤0.01% 2090
2021
Q4 		$722K Sell
1,646
-791
-32% -$397K ﹤0.01% 2363
2021
Q3 		$1.35M Sell
2,437
-7
-0.3% -$3.51K ﹤0.01% 1859
2021
Q2 		$1.26M Sell
2,444
-70
-3% -$44.4K ﹤0.01% 1929
2021
Q1 		$1.97M Sell
2,514
-33
-1% -$22.6K ﹤0.01% 1532
2020
Q4 		$1.39M Buy
2,547
+116
+5% +$60.8K ﹤0.01% 1617
2020
Q3 		$1.11M Sell
2,431
-27
-1% -$15.7K ﹤0.01% 1556
2020
Q2 		$1.51M Buy
2,458
+64
+3% +$35.3K ﹤0.01% 1307
2020
Q1 		$1.14M Buy
2,394
+638
+36% +$347K ﹤0.01% 1348
2019
Q4 		$1.02M Buy
1,756
+290
+20% +$204K ﹤0.01% 1824
2019
Q3 		$964K Buy
1,466
+132
+10% +$110K ﹤0.01% 1778
2019
Q2 		$1.03M Buy
1,334
+404
+43% +$284K ﹤0.01% 1778
2019
Q1 		$656K Sell
930
-26
-3% -$15.6K ﹤0.01% 1903
2018
Q4 		$449K Buy
956
+348
+57% +$224K ﹤0.01% 1994
2018
Q3 		$525K Sell
608
-17
-3% -$12.3K ﹤0.01% 2069
2018
Q2 		$432K Sell
625
-156
-20% -$79.3K ﹤0.01% 2097
2018
Q1 		$347K Sell
781
-304
-28% -$147K ﹤0.01% 2169
2017
Q4 		$476K Sell
1,085
-704
-39% -$321K ﹤0.01% 1940
2017
Q3 		$887K Sell
1,789
-1,310
-42% -$656K ﹤0.01% 1556
2017
Q2 		$1.72M Sell
3,099
-108
-3% -$68.5K 0.01% 1170
2017
Q1 		$2.12M Buy
+3,207
New +$1.71M 0.01% 1059

Other funds holding TVRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rockefeller Capital Management
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stifel Financial's TVRD Position: Q4 2024 in Review

Stifel Financial sold out of Tvardi Therapeutics (TVRD) in Q4 2024, closing a stake of 9,250 shares — an estimated $103K sold.

Stifel Financial first reported a position in TVRD in Q1 2017 and held it in 31 quarters. The position peaked at $2.12M in Q1 2017. 43 funds tracked by Wall St. Rank hold TVRD as of Q4 2024.

  • Stifel Financial reported no remaining Tvardi Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 9,250 Tvardi Therapeutics shares in Q4 2024, an estimated $103K.
  • Stifel Financial first reported a position in Tvardi Therapeutics in Q1 2017 and held it in 31 quarters.
  • Stifel Financial's Tvardi Therapeutics position peaked at $2.12M in Q1 2017.
  • 43 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.