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Filbrandt Wealth Management’s Codexis CDXS Stock Holding History

Filbrandt 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
2020
Q2 		– Sell
-50
Closed -$1K – 379
2020
Q1 		$1K Buy
+50
New +$699 ﹤0.01% 199

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CC
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BlackRock
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TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Filbrandt Wealth Management's CDXS Position: Q2 2020 in Review

Filbrandt Wealth Management sold out of Codexis (CDXS) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in CDXS in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 127 funds tracked by Wall St. Rank hold CDXS as of Q2 2020.

  • Filbrandt Wealth Management reported no remaining Codexis position as of Q2 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 50 Codexis shares in Q2 2020, an estimated $1K.
  • Filbrandt Wealth Management first reported a position in Codexis in Q1 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Codexis position peaked at $1K in Q1 2020.
  • 127 funds tracked by Wall St. Rank held Codexis as of Q2 2020.

Based on Filbrandt Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.