EWA
ARDS

EP Wealth Advisors’s Aridis Pharmaceuticals Inc. Common Stock ARDS Stock Holding History

EP Wealth Advisors’s Portfolio ARDS Stock Details ARDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50,000
Closed -$47K – 646
2022
Q3 		$47K Buy
+50,000
New +$77.8K ﹤0.01% 331

Other funds holding ARDS

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

EP Wealth Advisors's ARDS Position: Q4 2022 in Review

EP Wealth Advisors sold out of Aridis Pharmaceuticals Inc. Common Stock (ARDS) in Q4 2022, closing a stake of 50,000 shares — an estimated $47K sold.

EP Wealth Advisors first reported a position in ARDS in Q3 2022 and held it in 1 quarter. The position peaked at $47K in Q3 2022. 17 funds tracked by Wall St. Rank hold ARDS as of Q4 2022.

  • EP Wealth Advisors reported no remaining Aridis Pharmaceuticals Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 50,000 Aridis Pharmaceuticals Inc. Common Stock shares in Q4 2022, an estimated $47K.
  • EP Wealth Advisors first reported a position in Aridis Pharmaceuticals Inc. Common Stock in Q3 2022 and held it in 1 quarter.
  • EP Wealth Advisors's Aridis Pharmaceuticals Inc. Common Stock position peaked at $47K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held Aridis Pharmaceuticals Inc. Common Stock as of Q4 2022.

Based on EP Wealth Advisors's 13F filing for Q4 2022, filed 12 Jun 2023.