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Geneos Wealth Management’s Ardelyx ARDX Stock Holding History

Geneos 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
2016
Q2 		– Sell
-560
Closed -$4K – 1804
2016
Q1 		$4K Buy
+560
New +$5.51K ﹤0.01% 1523

Other funds holding ARDX

NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCMI
Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return

Geneos Wealth Management's ARDX Position: Q2 2016 in Review

Geneos Wealth Management sold out of Ardelyx (ARDX) in Q2 2016, closing a stake of 560 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in ARDX in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 64 funds tracked by Wall St. Rank hold ARDX as of Q2 2016.

  • Geneos Wealth Management reported no remaining Ardelyx position as of Q2 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 560 Ardelyx shares in Q2 2016, an estimated $4K.
  • Geneos Wealth Management first reported a position in Ardelyx in Q1 2016 and held it in 1 quarter.
  • Geneos Wealth Management's Ardelyx position peaked at $4K in Q1 2016.
  • 64 funds tracked by Wall St. Rank held Ardelyx as of Q2 2016.

Based on Geneos Wealth Management's 13F filing for Q2 2016, filed 7 Sep 2021.