RAFFA WEALTH MANAGEMENT, LLC’s Tvardi Therapeutics TVRD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q4	–	Sell	-2	Closed	-$129	–	1078
2023 Q3	$129	Hold	2	–	–	﹤0.01%	1041
2023 Q2	$218	Hold	2	–	–	﹤0.01%	1034
2023 Q1	$378	Hold	2	–	–	﹤0.01%	996
2022 Q4	$827	Hold	2	–	–	﹤0.01%	830
2022 Q3	$721	Hold	2	–	–	﹤0.01%	909
2022 Q2	$703	Hold	2	–	–	﹤0.01%	929
2022 Q1	$936	Hold	2	–	–	﹤0.01%	891
2021 Q4	$938	Hold	2	–	–	﹤0.01%	902
2021 Q3	$1.19K	Hold	2	–	–	﹤0.01%	768
2021 Q2	$1.1K	Hold	2	–	–	﹤0.01%	794
2021 Q1	$1.67K	Hold	2	–	–	﹤0.01%	688
2020 Q4	$1.17K	Hold	2	–	–	﹤0.01%	704
2020 Q3	$980	Hold	2	–	–	﹤0.01%	673
2020 Q2	$1.32K	Buy	+2	New	+$1.1K	﹤0.01%	584

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

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

FCM

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TVRD Position: Q4 2023 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Tvardi Therapeutics (TVRD) in Q4 2023, closing a stake of 2 shares — an estimated $129 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TVRD in Q2 2020 and held it in 14 quarters. The position peaked at $1.67K in Q1 2021. 109 funds tracked by Wall St. Rank hold TVRD as of Q4 2023.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Tvardi Therapeutics position as of Q4 2023 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 2 Tvardi Therapeutics shares in Q4 2023, an estimated $129.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Tvardi Therapeutics in Q2 2020 and held it in 14 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Tvardi Therapeutics position peaked at $1.67K in Q1 2021.
109 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2023.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2023, filed 27 Jul 2026.