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Annapolis Financial Services’s Codexis CDXS Stock Holding History

Annapolis Financial Services’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
2024
Q1 		– Sell
-5,000
Closed -$15.3K – 378
2023
Q4 		$15.3K Hold
5,000
– – ﹤0.01% 309
2023
Q3 		$9.45K Buy
+5,000
New +$11.7K ﹤0.01% 352

Other funds holding CDXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Annapolis Financial Services's CDXS Position: Q1 2024 in Review

Annapolis Financial Services sold out of Codexis (CDXS) in Q1 2024, closing a stake of 5,000 shares — an estimated $15.3K sold.

Annapolis Financial Services first reported a position in CDXS in Q3 2023 and held it in 2 quarters. The position peaked at $15.3K in Q4 2023. 124 funds tracked by Wall St. Rank hold CDXS as of Q1 2024.

  • Annapolis Financial Services reported no remaining Codexis position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 5,000 Codexis shares in Q1 2024, an estimated $15.3K.
  • Annapolis Financial Services first reported a position in Codexis in Q3 2023 and held it in 2 quarters.
  • Annapolis Financial Services's Codexis position peaked at $15.3K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held Codexis as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.