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Personal CFO Solutions’s Ardelyx ARDX Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-75,000
Closed -$517K – 461
2024
Q3 		$517K Buy
75,000
+5,000
+7% +$29.5K 0.07% 255
2024
Q2 		$519K Hold
70,000
– – 0.08% 243
2024
Q1 		$511K Hold
70,000
– – 0.08% 245
2023
Q4 		$434K Buy
70,000
+14,765
+27% +$66.2K 0.08% 267
2023
Q3 		$225K Hold
55,235
– – 0.04% 402
2023
Q2 		$187K Buy
55,235
+15,000
+37% +$61.5K 0.04% 450
2023
Q1 		$193K Hold
40,235
– – 0.04% 450
2022
Q4 		$115K Hold
40,235
– – 0.02% 442
2022
Q3 		$48K Hold
40,235
– – 0.01% 405
2022
Q2 		$24K Buy
40,235
+20,235
+101% +$14.9K 0.01% 426
2022
Q1 		$21K Hold
20,000
– – ﹤0.01% 464
2021
Q4 		$22K Hold
20,000
– – ﹤0.01% 471
2021
Q3 		$26K Sell
20,000
-40,000
-67% -$107K 0.01% 447
2021
Q2 		$455K Hold
60,000
– – 0.09% 203
2021
Q1 		$397K Hold
60,000
– – 0.09% 207
2020
Q4 		$388K Hold
60,000
– – 0.1% 198
2020
Q3 		$0 Hold
60,000
– – ﹤0.01% 144
2020
Q2 		$415K Hold
60,000
– – 0.12% 159
2020
Q1 		$341K Hold
60,000
– – 0.12% 154
2019
Q4 		$450K Buy
+60,000
New +$365K 0.13% 161

Other funds holding ARDX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return