Advisory Research’s Codexis CDXS Stock Holding History

Advisory Research’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
2022 Q1	–	Sell	-31,689	Closed	-$991K	–	406
2021 Q4	$991K	Buy	+31,689	New	+$1.04M	0.08%	198

Other funds holding CDXS

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Advisory Research's CDXS Position: Q1 2022 in Review

Advisory Research sold out of Codexis (CDXS) in Q1 2022, closing a stake of 31,689 shares — an estimated $991K sold.

Advisory Research first reported a position in CDXS in Q4 2021 and held it in 1 quarter. The position peaked at $991K in Q4 2021. 161 funds tracked by Wall St. Rank hold CDXS as of Q1 2022.

Advisory Research reported no remaining Codexis position as of Q1 2022 after selling out during the quarter.
Advisory Research sold 31,689 Codexis shares in Q1 2022, an estimated $991K.
Advisory Research first reported a position in Codexis in Q4 2021 and held it in 1 quarter.
Advisory Research's Codexis position peaked at $991K in Q4 2021.
161 funds tracked by Wall St. Rank held Codexis as of Q1 2022.

Based on Advisory Research's 13F filing for Q1 2022, filed 16 May 2022.