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Rothschild Investment LLC’s Ardelyx ARDX Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$6.09K Buy
1,016
+435
+75% +$2.88K ﹤0.01% 1950
2025
Q4 		$3.39K Buy
581
+81
+16% +$451 ﹤0.01% 2096
2025
Q3 		$2.75K Sell
500
-15
-3% -$81 ﹤0.01% 2024
2025
Q2 		$2.02K Buy
515
+110
+27% +$454 ﹤0.01% 2074
2025
Q1 		$1.99K Buy
405
+230
+131% +$1.24K ﹤0.01% 1902
2024
Q4 		$887 Sell
175
-65
-27% -$359 ﹤0.01% 2280
2024
Q3 		$1.65K Sell
240
-980
-80% -$5.78K ﹤0.01% 1829
2024
Q2 		$9.04K Buy
1,220
+40
+3% +$281 ﹤0.01% 1121
2024
Q1 		$8.61K Buy
1,180
+30
+3% +$257 ﹤0.01% 1068
2023
Q4 		$7.13K Buy
+1,150
New +$5.16K ﹤0.01% 1036
2021
Q2 		– Sell
-46,700
Closed -$309K – 488
2021
Q1 		$309K Buy
+46,700
New +$321K 0.03% 379

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Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return