TCI Wealth Advisors’s Tvardi Therapeutics TVRD Stock Holding History

TCI 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 Q2	–	Sell	-20	Closed	-$3.58K	–	2334
2023 Q1	$3.58K	Buy	20 +18	+900%	+$6.03K	﹤0.01%	1746
2022 Q4	$806	Hold	2	–	–	﹤0.01%	2146
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	2194
2022 Q2	$1K	Sell	2 -7	-78%	-$2.46K	﹤0.01%	2224
2022 Q1	$4K	Hold	9	–	–	﹤0.01%	1815
2021 Q4	$4K	Hold	9	–	–	﹤0.01%	1929
2021 Q3	$5K	Buy	9 +7	+350%	+$3.51K	﹤0.01%	1671
2021 Q2	$1K	Sell	2 -3	-60%	-$1.9K	﹤0.01%	2271
2021 Q1	$4K	Hold	5	–	–	﹤0.01%	1443
2020 Q4	$3K	Hold	5	–	–	﹤0.01%	1154
2020 Q3	$2K	Hold	5	–	–	﹤0.01%	1208
2020 Q2	$3K	Hold	5	–	–	﹤0.01%	987
2020 Q1	$2K	Hold	5	–	–	﹤0.01%	1130
2019 Q4	$3K	Hold	5	–	–	﹤0.01%	1067
2019 Q3	$3K	Hold	5	–	–	﹤0.01%	1002
2019 Q2	$4K	Hold	5	–	–	﹤0.01%	852
2019 Q1	$3K	Hold	5	–	–	﹤0.01%	957
2018 Q4	$2K	Hold	5	–	–	﹤0.01%	1080
2018 Q3	$4K	Hold	5	–	–	﹤0.01%	868
2018 Q2	$3K	Hold	5	–	–	﹤0.01%	984
2018 Q1	$2K	Hold	5	–	–	﹤0.01%	1033
2017 Q4	$2K	Hold	5	–	–	﹤0.01%	1080
2017 Q3	$2K	Buy	5 +3	+150%	+$1.5K	﹤0.01%	1013
2017 Q2	$1K	Hold	2	–	–	﹤0.01%	1246
2017 Q1	$1K	Buy	+2	New	+$1.07K	﹤0.01%	1191

Other funds holding TVRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's TVRD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Tvardi Therapeutics (TVRD) in Q2 2023, closing a stake of 20 shares — an estimated $3.58K sold.

TCI Wealth Advisors first reported a position in TVRD in Q1 2017 and held it in 25 quarters. The position peaked at $5K in Q3 2021. 136 funds tracked by Wall St. Rank hold TVRD as of Q2 2023.

TCI Wealth Advisors reported no remaining Tvardi Therapeutics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 20 Tvardi Therapeutics shares in Q2 2023, an estimated $3.58K.
TCI Wealth Advisors first reported a position in Tvardi Therapeutics in Q1 2017 and held it in 25 quarters.
TCI Wealth Advisors's Tvardi Therapeutics position peaked at $5K in Q3 2021.
136 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.