Lowe Wealth Advisors’s Codexis CDXS Stock Holding History

Lowe 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
2020 Q1	–	Sell	-50	Closed	-$1K	–	309
2019 Q4	$1K	Hold	50	–	–	﹤0.01%	265
2019 Q3	$1K	Buy	+50	New	+$787	﹤0.01%	253

Other funds holding CDXS

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

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

TAM

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lowe Wealth Advisors's CDXS Position: Q1 2020 in Review

Lowe Wealth Advisors sold out of Codexis (CDXS) in Q1 2020, closing a stake of 50 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in CDXS in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 120 funds tracked by Wall St. Rank hold CDXS as of Q1 2020.

Lowe Wealth Advisors reported no remaining Codexis position as of Q1 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 50 Codexis shares in Q1 2020, an estimated $1K.
Lowe Wealth Advisors first reported a position in Codexis in Q3 2019 and held it in 2 quarters.
Lowe Wealth Advisors's Codexis position peaked at $1K in Q4 2019.
120 funds tracked by Wall St. Rank held Codexis as of Q1 2020.

Based on Lowe Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.