SWP
TVRD

Stratos Wealth Partners’s Tvardi Therapeutics TVRD Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-2
Closed -$2K – 2574
2018
Q3 		$2K Buy
+2
New +$1.44K ﹤0.01% 2751
2018
Q2 		– Sell
-2
Closed -$1K – 2655
2018
Q1 		$1K Buy
+2
New +$970 ﹤0.01% 3051

Other funds holding TVRD

RCP
Rho Capital Partners New York $20.4M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stratos Wealth Partners's TVRD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Tvardi Therapeutics (TVRD) in Q4 2018, closing a stake of 2 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in TVRD in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 134 funds tracked by Wall St. Rank hold TVRD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Tvardi Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2 Tvardi Therapeutics shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in Tvardi Therapeutics in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Tvardi Therapeutics position peaked at $2K in Q3 2018.
  • 134 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.