WWMSC
TVRD

Wagner Wealth Management (South Carolina)’s Tvardi Therapeutics TVRD Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-1
Closed – – 713
2022
Q3 		$0 Hold
1
– – ﹤0.01% 783
2022
Q2 		$0 Buy
+1
New +$351 ﹤0.01% 731
2022
Q1 		– Sell
-1
Closed – – 675
2021
Q4 		$0 Hold
1
– – ﹤0.01% 714
2021
Q3 		$0 Hold
1
– – ﹤0.01% 724
2021
Q2 		$0 Hold
1
– – ﹤0.01% 728
2021
Q1 		$1K Buy
+1
New +$685 ﹤0.01% 643
2018
Q3 		$1K Buy
+1
New +$722 ﹤0.01% 667

Other funds holding TVRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.68B AUM 126.09% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
KCM
Kingdon Capital Management New York $976M AUM 66.76% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.17B AUM 42.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s TVRD Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Tvardi Therapeutics (TVRD) in Q4 2022, closing a stake of 1 share.

Wagner Wealth Management (South Carolina) first reported a position in TVRD in Q3 2018 and held it in 7 quarters. The position peaked at $1K in Q1 2021. 159 funds tracked by Wall St. Rank hold TVRD as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Tvardi Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 1 Tvardi Therapeutics share in Q4 2022.
  • Wagner Wealth Management (South Carolina) first reported a position in Tvardi Therapeutics in Q3 2018 and held it in 7 quarters.
  • Wagner Wealth Management (South Carolina)'s Tvardi Therapeutics position peaked at $1K in Q1 2021.
  • 159 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.