Crewe Advisors’s Ardelyx ARDX Stock Holding History

Crewe 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 Q1	–	Sell	-31	Closed	-$193	–	934
2023 Q4	$193	Buy	+31	New	+$139	﹤0.01%	352

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Crewe Advisors's ARDX Position: Q1 2024 in Review

Crewe Advisors sold out of Ardelyx (ARDX) in Q1 2024, closing a stake of 31 shares — an estimated $193 sold.

Crewe Advisors first reported a position in ARDX in Q4 2023 and held it in 1 quarter. The position peaked at $193 in Q4 2023. 189 funds tracked by Wall St. Rank hold ARDX as of Q1 2024.

Crewe Advisors reported no remaining Ardelyx position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 31 Ardelyx shares in Q1 2024, an estimated $193.
Crewe Advisors first reported a position in Ardelyx in Q4 2023 and held it in 1 quarter.
Crewe Advisors's Ardelyx position peaked at $193 in Q4 2023.
189 funds tracked by Wall St. Rank held Ardelyx as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.