TA
TVRD

Tiedemann Advisors’s Tvardi Therapeutics TVRD Stock Holding History

Tiedemann 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
2017
Q3 		– Sell
-610
Closed -$338K – 461
2017
Q2 		$338K Buy
610
+15
+3% +$9.52K 0.02% 351
2017
Q1 		$394K Buy
595
+42
+8% +$22.4K 0.03% 298
2016
Q4 		$185K Buy
+553
New +$177K 0.02% 301

Other funds holding TVRD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tiedemann Advisors's TVRD Position: Q3 2017 in Review

Tiedemann Advisors sold out of Tvardi Therapeutics (TVRD) in Q3 2017, closing a stake of 610 shares — an estimated $338K sold.

Tiedemann Advisors first reported a position in TVRD in Q4 2016 and held it in 3 quarters. The position peaked at $394K in Q1 2017. 121 funds tracked by Wall St. Rank hold TVRD as of Q3 2017.

  • Tiedemann Advisors reported no remaining Tvardi Therapeutics position as of Q3 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 610 Tvardi Therapeutics shares in Q3 2017, an estimated $338K.
  • Tiedemann Advisors first reported a position in Tvardi Therapeutics in Q4 2016 and held it in 3 quarters.
  • Tiedemann Advisors's Tvardi Therapeutics position peaked at $394K in Q1 2017.
  • 121 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2017.

Based on Tiedemann Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.