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 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 $3.37T AUM 44.26% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Personal CFO Solutions's ARDX Position: Q4 2024 in Review

Personal CFO Solutions sold out of Ardelyx (ARDX) in Q4 2024, closing a stake of 75,000 shares — an estimated $517K sold.

Personal CFO Solutions first reported a position in ARDX in Q4 2019 and held it in 20 quarters. The position peaked at $519K in Q2 2024. 214 funds tracked by Wall St. Rank hold ARDX as of Q4 2024.

Personal CFO Solutions reported no remaining Ardelyx position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 75,000 Ardelyx shares in Q4 2024, an estimated $517K.
Personal CFO Solutions first reported a position in Ardelyx in Q4 2019 and held it in 20 quarters.
Personal CFO Solutions's Ardelyx position peaked at $519K in Q2 2024.
214 funds tracked by Wall St. Rank held Ardelyx as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.