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Steward Partners Investment Advisory’s Codexis CDXS Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-1,500
Closed -$34.3K – 7139
2021
Q1 		$34.3K Buy
+1,500
New +$35.1K ﹤0.01% 2188

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
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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

Steward Partners Investment Advisory's CDXS Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Codexis (CDXS) in Q2 2021, closing a stake of 1,500 shares — an estimated $34.3K sold.

Steward Partners Investment Advisory first reported a position in CDXS in Q1 2021 and held it in 1 quarter. The position peaked at $34.3K in Q1 2021. 144 funds tracked by Wall St. Rank hold CDXS as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Codexis position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,500 Codexis shares in Q2 2021, an estimated $34.3K.
  • Steward Partners Investment Advisory first reported a position in Codexis in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Codexis position peaked at $34.3K in Q1 2021.
  • 144 funds tracked by Wall St. Rank held Codexis as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.