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Advisornet Financial’s Codexis CDXS Stock Holding History

Advisornet Financial’s Portfolio CDXS Stock Details CDXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-500
Closed -$6K – 1779
2020
Q1 		$6K Buy
+500
New +$6.99K ﹤0.01% 1381
2019
Q4 		– Sell
-1,000
Closed -$14K – 1858
2019
Q3 		$14K Buy
+1,000
New +$15.7K ﹤0.01% 1285

Other funds holding CDXS

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Advisornet Financial's CDXS Position: Q2 2020 in Review

Advisornet Financial sold out of Codexis (CDXS) in Q2 2020, closing a stake of 500 shares — an estimated $6K sold.

Advisornet Financial first reported a position in CDXS in Q3 2019 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 127 funds tracked by Wall St. Rank hold CDXS as of Q2 2020.

  • Advisornet Financial reported no remaining Codexis position as of Q2 2020 after selling out during the quarter.
  • Advisornet Financial sold 500 Codexis shares in Q2 2020, an estimated $6K.
  • Advisornet Financial first reported a position in Codexis in Q3 2019 and held it in 2 quarters.
  • Advisornet Financial's Codexis position peaked at $14K in Q3 2019.
  • 127 funds tracked by Wall St. Rank held Codexis as of Q2 2020.

Based on Advisornet Financial's 13F filing for Q2 2020, filed 26 Aug 2020.