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Avior Wealth Management’s Codexis CDXS Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-12
Closed -$41 – 2517
2024
Q1 		$41 Buy
+12
New +$38 ﹤0.01% 3524

Other funds holding CDXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Avior Wealth Management's CDXS Position: Q2 2024 in Review

Avior Wealth Management sold out of Codexis (CDXS) in Q2 2024, closing a stake of 12 shares — an estimated $41 sold.

Avior Wealth Management first reported a position in CDXS in Q1 2024 and held it in 1 quarter. The position peaked at $41 in Q1 2024. 118 funds tracked by Wall St. Rank hold CDXS as of Q2 2024.

  • Avior Wealth Management reported no remaining Codexis position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 12 Codexis shares in Q2 2024, an estimated $41.
  • Avior Wealth Management first reported a position in Codexis in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Codexis position peaked at $41 in Q1 2024.
  • 118 funds tracked by Wall St. Rank held Codexis as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.