SWA
TVRD

Sutton Wealth Advisors’s Tvardi Therapeutics TVRD Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-20
Closed -$7.91K – 1605
2022
Q4 		$7.91K Hold
20
– – ﹤0.01% 1015
2022
Q3 		$6.89K Buy
20
+19
+1,900% +$6.88K ﹤0.01% 1001
2022
Q2 		$301 Sell
1
-29
-97% -$10.2K ﹤0.01% 1539
2022
Q1 		$13.2K Buy
30
+12
+67% +$4.93K ﹤0.01% 855
2021
Q4 		$7.76K Buy
18
+1
+6% +$502 ﹤0.01% 1007
2021
Q3 		$9.39K Hold
17
– – ﹤0.01% 931
2021
Q2 		$8.49K Buy
+17
New +$10.8K ﹤0.01% 958

Other funds holding TVRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's TVRD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Tvardi Therapeutics (TVRD) in Q1 2023, closing a stake of 20 shares — an estimated $7.91K sold.

Sutton Wealth Advisors first reported a position in TVRD in Q2 2021 and held it in 7 quarters. The position peaked at $13.2K in Q1 2022. 163 funds tracked by Wall St. Rank hold TVRD as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Tvardi Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 20 Tvardi Therapeutics shares in Q1 2023, an estimated $7.91K.
  • Sutton Wealth Advisors first reported a position in Tvardi Therapeutics in Q2 2021 and held it in 7 quarters.
  • Sutton Wealth Advisors's Tvardi Therapeutics position peaked at $13.2K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.