WAP
TVRD

Wealthcare Advisory Partners’s Tvardi Therapeutics TVRD Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-7
Closed -$6K – 1942
2021
Q1 		$6K Buy
+7
New +$4.79K ﹤0.01% 1613
2020
Q2 		– Sell
-6
Closed -$3K – 1414
2020
Q1 		$3K Sell
6
-14
-70% -$7.61K ﹤0.01% 1257
2019
Q4 		$11K Buy
20
+6
+43% +$4.21K ﹤0.01% 924
2019
Q3 		$9K Buy
+14
New +$11.6K ﹤0.01% 957

Other funds holding TVRD

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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wealthcare Advisory Partners's TVRD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Tvardi Therapeutics (TVRD) in Q2 2021, closing a stake of 7 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in TVRD in Q3 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 172 funds tracked by Wall St. Rank hold TVRD as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Tvardi Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 7 Tvardi Therapeutics shares in Q2 2021, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in Tvardi Therapeutics in Q3 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Tvardi Therapeutics position peaked at $11K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.