Crewe Advisors’s Codexis CDXS Stock Holding History

Crewe Advisors’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 Q4	–	Sell	-226	Closed	-$1K	–	1060
2022 Q3	$1K	Hold	226	–	–	﹤0.01%	1120
2022 Q2	$2K	Buy	+226	New	+$2.83K	﹤0.01%	962

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Crewe Advisors's CDXS Position: Q4 2022 in Review

Crewe Advisors sold out of Codexis (CDXS) in Q4 2022, closing a stake of 226 shares — an estimated $1K sold.

Crewe Advisors first reported a position in CDXS in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 166 funds tracked by Wall St. Rank hold CDXS as of Q4 2022.

Crewe Advisors reported no remaining Codexis position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 226 Codexis shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in Codexis in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Codexis position peaked at $2K in Q2 2022.
166 funds tracked by Wall St. Rank held Codexis as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.