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Evermay Wealth Management’s Ardelyx ARDX Stock Holding History

Evermay 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
2022
Q1 		– Sell
-1,139
Closed -$1K – 522
2021
Q4 		$1K Hold
1,139
– – ﹤0.01% 482
2021
Q3 		$2K Buy
+1,139
New +$3.04K ﹤0.01% 432

Other funds holding ARDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $529M AUM 337.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OCM
Orchard Capital Management Chicago, Illinois $103M AUM 65.87% 1-Year Est. Return

Evermay Wealth Management's ARDX Position: Q1 2022 in Review

Evermay Wealth Management sold out of Ardelyx (ARDX) in Q1 2022, closing a stake of 1,139 shares — an estimated $1K sold.

Evermay Wealth Management first reported a position in ARDX in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 89 funds tracked by Wall St. Rank hold ARDX as of Q1 2022.

  • Evermay Wealth Management reported no remaining Ardelyx position as of Q1 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 1,139 Ardelyx shares in Q1 2022, an estimated $1K.
  • Evermay Wealth Management first reported a position in Ardelyx in Q3 2021 and held it in 2 quarters.
  • Evermay Wealth Management's Ardelyx position peaked at $2K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held Ardelyx as of Q1 2022.

Based on Evermay Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.