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Money Concepts Capital’s Codexis CDXS Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-501
Closed -$2.33K – 855
2022
Q4 		$2.33K Buy
+501
New +$2.75K ﹤0.01% 2632
2022
Q2 		– Sell
-501
Closed -$10K – 1622
2022
Q1 		$10K Buy
+501
New +$10.4K ﹤0.01% 1929

Other funds holding CDXS

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Money Concepts Capital's CDXS Position: Q1 2023 in Review

Money Concepts Capital sold out of Codexis (CDXS) in Q1 2023, closing a stake of 501 shares — an estimated $2.33K sold.

Money Concepts Capital first reported a position in CDXS in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 147 funds tracked by Wall St. Rank hold CDXS as of Q1 2023.

  • Money Concepts Capital reported no remaining Codexis position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 501 Codexis shares in Q1 2023, an estimated $2.33K.
  • Money Concepts Capital first reported a position in Codexis in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Codexis position peaked at $10K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held Codexis as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.