FWM
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Fairhaven Wealth Management’s Ardelyx ARDX Stock Holding History

Fairhaven 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
Q4 		$57K Hold
20,000
– – 0.02% 115
2022
Q3 		$24K Hold
20,000
– – 0.01% 110
2022
Q2 		$12K Hold
20,000
– – 0.01% 114
2022
Q1 		$21K Buy
20,000
+10,000
+100% +$8.93K 0.01% 126
2021
Q4 		$11K Buy
+10,000
New +$11.9K ﹤0.01% 121

Other funds holding ARDX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
OCM
Orchard Capital Management Chicago, Illinois $103M AUM 65.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Fairhaven Wealth Management's ARDX Position: Q4 2022 in Review

Fairhaven Wealth Management held its Ardelyx (ARDX) position steady in Q4 2022 at 20,000 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #115.

Fairhaven Wealth Management first reported a position in ARDX in Q4 2021 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold ARDX as of Q4 2022.

  • Fairhaven Wealth Management held 20,000 shares of Ardelyx worth $57K as of Q4 2022.
  • Fairhaven Wealth Management left its Ardelyx share count unchanged in Q4 2022.
  • Ardelyx made up 0.02% of Fairhaven Wealth Management's portfolio in Q4 2022, its #115 holding.
  • Fairhaven Wealth Management first reported a position in Ardelyx in Q4 2021 and has held it in 5 quarters since.
  • 103 funds tracked by Wall St. Rank held Ardelyx as of Q4 2022.

Based on Fairhaven Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.