WCWM
TRVN

Willow Creek Wealth Management’s Trevena, Inc. TRVN Stock Holding History

Willow Creek Wealth Management’s Portfolio TRVN Stock Details TRVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-544
Closed -$2.97K – 156
2024
Q2 		$2.97K Buy
+544
New +$5.18K ﹤0.01% 149

Other funds holding TRVN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DF
DecisionPoint Financial Mesa, Arizona $464M AUM 14.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Willow Creek Wealth Management's TRVN Position: Q3 2024 in Review

Willow Creek Wealth Management sold out of Trevena, Inc. (TRVN) in Q3 2024, closing a stake of 544 shares — an estimated $2.97K sold.

Willow Creek Wealth Management first reported a position in TRVN in Q2 2024 and held it in 1 quarter. The position peaked at $2.97K in Q2 2024. 16 funds tracked by Wall St. Rank hold TRVN as of Q3 2024.

  • Willow Creek Wealth Management reported no remaining Trevena, Inc. position as of Q3 2024 after selling out during the quarter.
  • Willow Creek Wealth Management sold 544 Trevena, Inc. shares in Q3 2024, an estimated $2.97K.
  • Willow Creek Wealth Management first reported a position in Trevena, Inc. in Q2 2024 and held it in 1 quarter.
  • Willow Creek Wealth Management's Trevena, Inc. position peaked at $2.97K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Trevena, Inc. as of Q3 2024.

Based on Willow Creek Wealth Management's 13F filing for Q3 2024, filed 25 Jul 2025.