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Ropes Wealth Advisors’s Codexis CDXS Stock Holding History

Ropes 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
2021
Q1 		– Sell
-230
Closed -$5K – 330
2020
Q4 		$5K Hold
230
– – ﹤0.01% 569
2020
Q3 		$3K Hold
230
– – ﹤0.01% 574
2020
Q2 		$3K Hold
230
– – ﹤0.01% 507
2020
Q1 		$3K Hold
230
– – ﹤0.01% 477
2019
Q4 		$4K Hold
230
– – ﹤0.01% 504
2019
Q3 		$3K Hold
230
– – ﹤0.01% 524
2019
Q2 		$4K Hold
230
– – ﹤0.01% 524
2019
Q1 		$5K Buy
+230
New +$4.47K ﹤0.01% 482

Other funds holding CDXS

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
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
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ropes Wealth Advisors's CDXS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Codexis (CDXS) in Q1 2021, closing a stake of 230 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in CDXS in Q1 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2020. 151 funds tracked by Wall St. Rank hold CDXS as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Codexis position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 230 Codexis shares in Q1 2021, an estimated $5K.
  • Ropes Wealth Advisors first reported a position in Codexis in Q1 2019 and held it in 8 quarters.
  • Ropes Wealth Advisors's Codexis position peaked at $5K in Q4 2020.
  • 151 funds tracked by Wall St. Rank held Codexis as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.