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Valeo Financial Advisors’s Ardelyx ARDX Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-13,650
Closed -$84.6K – 671
2023
Q4 		$84.6K Sell
13,650
-2,400
-15% -$10.8K ﹤0.01% 616
2023
Q3 		$65.5K Hold
16,050
– – ﹤0.01% 599
2023
Q2 		$54.4K Sell
16,050
-18,400
-53% -$75.4K ﹤0.01% 573
2023
Q1 		$165K Buy
34,450
+5,350
+18% +$18K 0.01% 563
2022
Q4 		$82.9K Buy
+29,100
New +$49.3K ﹤0.01% 514
2018
Q4 		– Sell
-700
Closed -$2K – 1478
2018
Q3 		$2K Hold
700
– – ﹤0.01% 1427
2018
Q2 		$3K Buy
+700
New +$3.25K ﹤0.01% 1234

Other funds holding ARDX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Valeo Financial Advisors's ARDX Position: Q1 2024 in Review

Valeo Financial Advisors sold out of Ardelyx (ARDX) in Q1 2024, closing a stake of 13,650 shares — an estimated $84.6K sold.

Valeo Financial Advisors first reported a position in ARDX in Q2 2018 and held it in 7 quarters. The position peaked at $165K in Q1 2023. 189 funds tracked by Wall St. Rank hold ARDX as of Q1 2024.

  • Valeo Financial Advisors reported no remaining Ardelyx position as of Q1 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 13,650 Ardelyx shares in Q1 2024, an estimated $84.6K.
  • Valeo Financial Advisors first reported a position in Ardelyx in Q2 2018 and held it in 7 quarters.
  • Valeo Financial Advisors's Ardelyx position peaked at $165K in Q1 2023.
  • 189 funds tracked by Wall St. Rank held Ardelyx as of Q1 2024.

Based on Valeo Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.