IA
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IFP Advisors’s Codexis CDXS Stock Holding History

IFP 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
2026
Q1 		$101 Buy
+62
New +$88 ﹤0.01% 4738
2025
Q2 		– Sell
-1
Closed -$3 – 4941
2025
Q1 		$3 Hold
1
– – ﹤0.01% 4280
2024
Q4 		$5 Buy
+1
New +$4 ﹤0.01% 4560
2021
Q3 		– Sell
-50
Closed -$1K – 3579
2021
Q2 		$1K Hold
50
– – ﹤0.01% 2870
2021
Q1 		$1K Buy
+50
New +$1.17K ﹤0.01% 2798
2020
Q1 		– Sell
-1,517
Closed -$21.2K – 2897
2019
Q4 		$26K Hold
1,517
– – ﹤0.01% 1507
2019
Q3 		$21K Buy
+1,517
New +$23.9K ﹤0.01% 1734

Other funds holding CDXS

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $758M AUM 124.8% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return