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Sargent Investment Group’s Ardelyx ARDX Stock Holding History

Sargent Investment Group’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 		$86.9K Buy
14,500
+500
+4% +$3.31K 0.01% 260
2025
Q4 		$81.6K Buy
+14,000
New +$78K 0.01% 256
2024
Q1 		– Sell
-19,819
Closed -$123K – 203
2023
Q4 		$123K Sell
19,819
-16,118
-45% -$72.3K 0.03% 201
2023
Q3 		$147K Hold
35,937
– – 0.04% 194
2023
Q2 		$122K Buy
35,937
+1,986
+6% +$8.14K 0.03% 191
2023
Q1 		$160K Buy
33,951
+11,468
+51% +$38.7K 0.04% 187
2022
Q4 		$64.1K Sell
22,483
-35,627
-61% -$60.3K 0.02% 188
2022
Q3 		$94K Buy
+58,110
New +$55.3K 0.03% 177
2021
Q4 		– Sell
-10,745
Closed -$14K – 184
2021
Q3 		$14K Buy
+10,745
New +$28.7K ﹤0.01% 194
2021
Q2 		– Sell
-10,204
Closed -$68K – 213
2021
Q1 		$68K Buy
10,204
+27
+0.3% +$185 0.02% 188
2020
Q4 		$66K Buy
+10,177
New +$60.4K 0.02% 177

Other funds holding ARDX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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