Berman Capital Advisors’s Ardelyx ARDX Stock Holding History

Berman Capital Advisors’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
2021 Q3	–	Sell	-394	Closed	-$2K	–	2054
2021 Q2	$2K	Hold	394	–	–	﹤0.01%	1553
2021 Q1	$2K	Hold	394	–	–	﹤0.01%	1471
2020 Q4	$2K	Hold	394	–	–	﹤0.01%	1365
2020 Q3	$2K	Hold	394	–	–	﹤0.01%	1250
2020 Q2	$2K	Hold	394	–	–	﹤0.01%	1225
2020 Q1	$2K	Hold	394	–	–	﹤0.01%	1092
2019 Q4	$2K	Hold	394	–	–	﹤0.01%	1163
2019 Q3	$1K	Hold	394	–	–	﹤0.01%	1280
2019 Q2	$1K	Hold	394	–	–	﹤0.01%	1295
2019 Q1	$1K	Buy	+394	New	+$1.02K	﹤0.01%	1173

Other funds holding ARDX

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

OCM

Orchard Capital Management Chicago, Illinois $95.9M AUM 45.49% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Berman Capital Advisors's ARDX Position: Q3 2021 in Review

Berman Capital Advisors sold out of Ardelyx (ARDX) in Q3 2021, closing a stake of 394 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in ARDX in Q1 2019 and held it in 10 quarters. The position peaked at $2K in Q2 2021. 108 funds tracked by Wall St. Rank hold ARDX as of Q3 2021.

Berman Capital Advisors reported no remaining Ardelyx position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 394 Ardelyx shares in Q3 2021, an estimated $2K.
Berman Capital Advisors first reported a position in Ardelyx in Q1 2019 and held it in 10 quarters.
Berman Capital Advisors's Ardelyx position peaked at $2K in Q2 2021.
108 funds tracked by Wall St. Rank held Ardelyx as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.