Blue Trust Inc’s Codexis CDXS Stock Holding History

Blue Trust Inc’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
2023 Q2	–	Sell	-104	Closed	–	–	2073
2023 Q1	$0	Buy	104 +62	+148%	+$325	﹤0.01%	2335
2022 Q4	$0	Buy	+42	New	+$230	﹤0.01%	2249

Other funds holding CDXS

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

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

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

TAM

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blue Trust Inc's CDXS Position: Q2 2023 in Review

Blue Trust Inc sold out of Codexis (CDXS) in Q2 2023, closing a stake of 104 shares.

Blue Trust Inc first reported a position in CDXS in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 126 funds tracked by Wall St. Rank hold CDXS as of Q2 2023.

Blue Trust Inc reported no remaining Codexis position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 104 Codexis shares in Q2 2023.
Blue Trust Inc first reported a position in Codexis in Q4 2022 and held it in 2 quarters.
Blue Trust Inc's Codexis position peaked at $0 in Q1 2023.
126 funds tracked by Wall St. Rank held Codexis as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.