GeoWealth Management’s Ardelyx ARDX Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-59	Closed	-$299	–	1101
2024 Q4	$299	Buy	59 +20	+51%	+$110	﹤0.01%	1744
2024 Q3	$269	Buy	+39	New	+$230	﹤0.01%	1654

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's ARDX Position: Q1 2025 in Review

GeoWealth Management sold out of Ardelyx (ARDX) in Q1 2025, closing a stake of 59 shares — an estimated $299 sold.

GeoWealth Management first reported a position in ARDX in Q3 2024 and held it in 2 quarters. The position peaked at $299 in Q4 2024. 221 funds tracked by Wall St. Rank hold ARDX as of Q1 2025.

GeoWealth Management reported no remaining Ardelyx position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 59 Ardelyx shares in Q1 2025, an estimated $299.
GeoWealth Management first reported a position in Ardelyx in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Ardelyx position peaked at $299 in Q4 2024.
221 funds tracked by Wall St. Rank held Ardelyx as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.