SPIA
CCXI

Steward Partners Investment Advisory’s ChemoCentryx, Inc. CCXI Stock Holding History

Steward Partners Investment Advisory’s Portfolio CCXI Stock Details CCXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,212
Closed -$63K – 3514
2022
Q3 		$63K Sell
1,212
-15,172
-93% -$627K ﹤0.01% 1690
2022
Q2 		$406K Buy
16,384
+3,052
+23% +$67.3K 0.01% 931
2022
Q1 		$334K Buy
13,332
+1,699
+15% +$47.7K 0.01% 1079
2021
Q4 		$424K Sell
11,633
-11,707
-50% -$411K 0.01% 1001
2021
Q3 		$399K Buy
23,340
+13,114
+128% +$204K 0.01% 990
2021
Q2 		$137K Sell
10,226
-1,304
-11% -$32.1K ﹤0.01% 1856
2021
Q1 		$591K Buy
11,530
+7,363
+177% +$443K 0.01% 828
2020
Q4 		$258K Buy
4,167
+1,636
+65% +$93.7K 0.01% 967
2020
Q3 		$139K Buy
2,531
+1,628
+180% +$87.6K ﹤0.01% 1083
2020
Q2 		$52K Buy
903
+647
+253% +$35.2K ﹤0.01% 1400
2020
Q1 		$10K Buy
+256
New +$10.9K ﹤0.01% 1884

Other funds holding CCXI

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Steward Partners Investment Advisory's CCXI Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of ChemoCentryx, Inc. (CCXI) in Q4 2022, closing a stake of 1,212 shares — an estimated $63K sold.

Steward Partners Investment Advisory first reported a position in CCXI in Q1 2020 and held it in 11 quarters. The position peaked at $591K in Q1 2021. 1 fund tracked by Wall St. Rank holds CCXI as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining ChemoCentryx, Inc. position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,212 ChemoCentryx, Inc. shares in Q4 2022, an estimated $63K.
  • Steward Partners Investment Advisory first reported a position in ChemoCentryx, Inc. in Q1 2020 and held it in 11 quarters.
  • Steward Partners Investment Advisory's ChemoCentryx, Inc. position peaked at $591K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held ChemoCentryx, Inc. as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.