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Physician Wealth Advisors’s Codexis CDXS Stock Holding History

Physician 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
Q4 		– Sell
-442
Closed -$1.08K – 2057
2025
Q3 		$1.08K Hold
442
– – ﹤0.01% 1530
2025
Q2 		$1.08K Buy
+442
New +$1.04K ﹤0.01% 1365

Other funds holding CDXS

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Physician Wealth Advisors's CDXS Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Codexis (CDXS) in Q4 2025, closing a stake of 442 shares — an estimated $1.08K sold.

Physician Wealth Advisors first reported a position in CDXS in Q2 2025 and held it in 2 quarters. The position peaked at $1.08K in Q3 2025. 124 funds tracked by Wall St. Rank hold CDXS as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Codexis position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 442 Codexis shares in Q4 2025, an estimated $1.08K.
  • Physician Wealth Advisors first reported a position in Codexis in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Codexis position peaked at $1.08K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Codexis as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.