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Kingswood Wealth Advisors’s Codexis CDXS Stock Holding History

Kingswood Wealth 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
2025
Q1 		– Sell
-16,600
Closed -$79.2K – 738
2024
Q4 		$79.2K Buy
+16,600
New +$68.3K 0.01% 762

Other funds holding CDXS

OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kingswood Wealth Advisors's CDXS Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Codexis (CDXS) in Q1 2025, closing a stake of 16,600 shares — an estimated $79.2K sold.

Kingswood Wealth Advisors first reported a position in CDXS in Q4 2024 and held it in 1 quarter. The position peaked at $79.2K in Q4 2024. 126 funds tracked by Wall St. Rank hold CDXS as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Codexis position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,600 Codexis shares in Q1 2025, an estimated $79.2K.
  • Kingswood Wealth Advisors first reported a position in Codexis in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Codexis position peaked at $79.2K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Codexis as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.