WA
TVRD

WFG Advisors’s Tvardi Therapeutics TVRD Stock Holding History

WFG Advisors’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
2017
Q2 		$29K Buy
53
+10
+23% +$6.34K 0.01% 857
2017
Q1 		$29K Sell
43
-6
-12% -$3.21K 0.01% 806
2016
Q4 		$16K Buy
+49
New +$15.7K ﹤0.01% 992

Other funds holding TVRD

RCP
Rho Capital Partners New York $20.4M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WFG Advisors's TVRD Position: Q2 2017 in Review

WFG Advisors increased its Tvardi Therapeutics (TVRD) stake by 23% in Q2 2017, buying an estimated $6.34K and bringing the position to 53 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #857.

WFG Advisors first reported a position in TVRD in Q4 2016 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold TVRD as of Q2 2017.

  • WFG Advisors held 53 shares of Tvardi Therapeutics worth $29K as of Q2 2017.
  • WFG Advisors bought 10 Tvardi Therapeutics shares in Q2 2017, an estimated $6.34K.
  • Tvardi Therapeutics made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #857 holding.
  • WFG Advisors first reported a position in Tvardi Therapeutics in Q4 2016 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.