VFA
TRML

Values First Advisors’s Tourmaline Bio TRML Stock Holding History

Values First Advisors’s Portfolio TRML Stock Details TRML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,201
Closed -$97.3K – 176
2023
Q2 		$97.3K Sell
3,201
-2,089
-39% -$53.3K 0.06% 157
2023
Q1 		$99.4K Buy
5,290
+1,301
+33% +$21.5K 0.06% 169
2022
Q4 		$40.7K Buy
3,989
+917
+30% +$14.7K 0.03% 149
2022
Q3 		$81K Buy
3,072
+1,904
+163% +$69.4K 0.06% 147
2022
Q2 		$53K Buy
+1,168
New +$92.2K 0.04% 149

Other funds holding TRML

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
QUSVM
Qiming U.S. Ventures Management Bellevue, Washington $55.6M AUM 98.09% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

Values First Advisors's TRML Position: Q3 2023 in Review

Values First Advisors sold out of Tourmaline Bio (TRML) in Q3 2023, closing a stake of 3,201 shares — an estimated $97.3K sold.

Values First Advisors first reported a position in TRML in Q2 2022 and held it in 5 quarters. The position peaked at $99.4K in Q1 2023. 48 funds tracked by Wall St. Rank hold TRML as of Q3 2023.

  • Values First Advisors reported no remaining Tourmaline Bio position as of Q3 2023 after selling out during the quarter.
  • Values First Advisors sold 3,201 Tourmaline Bio shares in Q3 2023, an estimated $97.3K.
  • Values First Advisors first reported a position in Tourmaline Bio in Q2 2022 and held it in 5 quarters.
  • Values First Advisors's Tourmaline Bio position peaked at $99.4K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Tourmaline Bio as of Q3 2023.

Based on Values First Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.