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Able Wealth Management’s Ardelyx ARDX Stock Holding History

Able Wealth Management’s Portfolio ARDX Stock Details ARDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-325
Closed -$2.02K – 118
2023
Q4 		$2.02K Buy
+325
New +$1.46K ﹤0.01% 455

Other funds holding ARDX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Able Wealth Management's ARDX Position: Q1 2024 in Review

Able Wealth Management sold out of Ardelyx (ARDX) in Q1 2024, closing a stake of 325 shares — an estimated $2.02K sold.

Able Wealth Management first reported a position in ARDX in Q4 2023 and held it in 1 quarter. The position peaked at $2.02K in Q4 2023. 189 funds tracked by Wall St. Rank hold ARDX as of Q1 2024.

  • Able Wealth Management reported no remaining Ardelyx position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 325 Ardelyx shares in Q1 2024, an estimated $2.02K.
  • Able Wealth Management first reported a position in Ardelyx in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Ardelyx position peaked at $2.02K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Ardelyx as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.