WWP
TVRD

WR Wealth Planners’s Tvardi Therapeutics TVRD Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-21
Closed -$230 – 1198
2024
Q3 		$230 Buy
+21
New +$246 ﹤0.01% 1100

Other funds holding TVRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WR Wealth Planners's TVRD Position: Q4 2024 in Review

WR Wealth Planners sold out of Tvardi Therapeutics (TVRD) in Q4 2024, closing a stake of 21 shares — an estimated $230 sold.

WR Wealth Planners first reported a position in TVRD in Q3 2024 and held it in 1 quarter. The position peaked at $230 in Q3 2024. 43 funds tracked by Wall St. Rank hold TVRD as of Q4 2024.

  • WR Wealth Planners reported no remaining Tvardi Therapeutics position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 21 Tvardi Therapeutics shares in Q4 2024, an estimated $230.
  • WR Wealth Planners first reported a position in Tvardi Therapeutics in Q3 2024 and held it in 1 quarter.
  • WR Wealth Planners's Tvardi Therapeutics position peaked at $230 in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.