NBC Securities’s Ardelyx ARDX Stock Holding History

NBC Securities’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
2024 Q2	–	Sell	-258	Closed	-$1K	–	2083
2024 Q1	$1K	Hold	258	–	–	﹤0.01%	2034
2023 Q4	$1K	Hold	258	–	–	﹤0.01%	2046
2023 Q3	$1K	Buy	+258	New	+$1.01K	﹤0.01%	2049

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

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

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

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NBC Securities's ARDX Position: Q2 2024 in Review

NBC Securities sold out of Ardelyx (ARDX) in Q2 2024, closing a stake of 258 shares — an estimated $1K sold.

NBC Securities first reported a position in ARDX in Q3 2023 and held it in 3 quarters. The position peaked at $1K in Q1 2024. 197 funds tracked by Wall St. Rank hold ARDX as of Q2 2024.

NBC Securities reported no remaining Ardelyx position as of Q2 2024 after selling out during the quarter.
NBC Securities sold 258 Ardelyx shares in Q2 2024, an estimated $1K.
NBC Securities first reported a position in Ardelyx in Q3 2023 and held it in 3 quarters.
NBC Securities's Ardelyx position peaked at $1K in Q1 2024.
197 funds tracked by Wall St. Rank held Ardelyx as of Q2 2024.

Based on NBC Securities's 13F filing for Q2 2024, filed 10 Jul 2024.