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Brown Wealth Management’s Ardelyx ARDX Stock Holding History

Brown 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
-60,000
Closed -$372K – 91
2023
Q4 		$372K Hold
60,000
– – 0.16% 60
2023
Q3 		$245K Hold
60,000
– – 0.12% 66
2023
Q2 		$203K Buy
+60,000
New +$246K 0.11% 89

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

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

Brown Wealth Management sold out of Ardelyx (ARDX) in Q1 2024, closing a stake of 60,000 shares — an estimated $372K sold.

Brown Wealth Management first reported a position in ARDX in Q2 2023 and held it in 3 quarters. The position peaked at $372K in Q4 2023. 189 funds tracked by Wall St. Rank hold ARDX as of Q1 2024.

  • Brown Wealth Management reported no remaining Ardelyx position as of Q1 2024 after selling out during the quarter.
  • Brown Wealth Management sold 60,000 Ardelyx shares in Q1 2024, an estimated $372K.
  • Brown Wealth Management first reported a position in Ardelyx in Q2 2023 and held it in 3 quarters.
  • Brown Wealth Management's Ardelyx position peaked at $372K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Ardelyx as of Q1 2024.

Based on Brown Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.