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Capital Performance Advisors’s Ardelyx ARDX Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1,064
Closed -$7.33K – 339
2024
Q3 		$7.33K Buy
+1,064
New +$6.28K ﹤0.01% 958

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Performance Advisors's ARDX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Ardelyx (ARDX) in Q4 2024, closing a stake of 1,064 shares — an estimated $7.33K sold.

Capital Performance Advisors first reported a position in ARDX in Q3 2024 and held it in 1 quarter. The position peaked at $7.33K in Q3 2024. 214 funds tracked by Wall St. Rank hold ARDX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Ardelyx position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,064 Ardelyx shares in Q4 2024, an estimated $7.33K.
  • Capital Performance Advisors first reported a position in Ardelyx in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Ardelyx position peaked at $7.33K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Ardelyx as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.