Avior Wealth Management’s Ardelyx ARDX Stock Holding History

Avior 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 Q2	–	Sell	-44	Closed	-$321	–	2346
2024 Q1	$321	Buy	+44	New	+$376	﹤0.01%	2702

Other funds holding ARDX

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avior Wealth Management's ARDX Position: Q2 2024 in Review

Avior Wealth Management sold out of Ardelyx (ARDX) in Q2 2024, closing a stake of 44 shares — an estimated $321 sold.

Avior Wealth Management first reported a position in ARDX in Q1 2024 and held it in 1 quarter. The position peaked at $321 in Q1 2024. 197 funds tracked by Wall St. Rank hold ARDX as of Q2 2024.

Avior Wealth Management reported no remaining Ardelyx position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 44 Ardelyx shares in Q2 2024, an estimated $321.
Avior Wealth Management first reported a position in Ardelyx in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Ardelyx position peaked at $321 in Q1 2024.
197 funds tracked by Wall St. Rank held Ardelyx as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.