WE
TVRD

Wealth Effects’s Tvardi Therapeutics TVRD Stock Holding History

Wealth Effects’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
2024
Q3 		– Sell
-375
Closed -$3.48K – 225
2024
Q2 		$3.48K Buy
+375
New +$8.95K ﹤0.01% 209
2023
Q4 		– Sell
-389
Closed -$23.5K – 238
2023
Q3 		$23.5K Buy
+389
New +$36.5K 0.01% 192

Other funds holding TVRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
C
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Effects's TVRD Position: Q3 2024 in Review

Wealth Effects sold out of Tvardi Therapeutics (TVRD) in Q3 2024, closing a stake of 375 shares — an estimated $3.48K sold.

Wealth Effects first reported a position in TVRD in Q3 2023 and held it in 2 quarters. The position peaked at $23.5K in Q3 2023. 69 funds tracked by Wall St. Rank hold TVRD as of Q3 2024.

  • Wealth Effects reported no remaining Tvardi Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Wealth Effects sold 375 Tvardi Therapeutics shares in Q3 2024, an estimated $3.48K.
  • Wealth Effects first reported a position in Tvardi Therapeutics in Q3 2023 and held it in 2 quarters.
  • Wealth Effects's Tvardi Therapeutics position peaked at $23.5K in Q3 2023.
  • 69 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2024.

Based on Wealth Effects's 13F filing for Q3 2024, filed 21 Oct 2024.