TCI Wealth Advisors’s Codexis CDXS Stock Holding History

TCI 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
2023 Q1	–	Sell	-630	Closed	-$2.94K	–	2539
2022 Q4	$2.94K	Buy	+630	New	+$3.45K	﹤0.01%	1867
2022 Q2	–	Sell	-203	Closed	-$4K	–	2296
2022 Q1	$4K	Sell	203 -69	-25%	-$1.43K	﹤0.01%	1673
2021 Q4	$9K	Hold	272	–	–	﹤0.01%	1233
2021 Q3	$6K	Hold	272	–	–	﹤0.01%	1432
2021 Q2	$6K	Buy	272 +178	+189%	+$3.86K	﹤0.01%	1287
2021 Q1	$2K	Buy	+94	New	+$2.2K	﹤0.01%	1691
2018 Q4	–	Sell	-18	Closed	–	–	1466
2018 Q3	$0	Sell	18 -36	-67%	-$581	﹤0.01%	1473
2018 Q2	$1K	Buy	+54	New	+$704	﹤0.01%	1259

Other funds holding CDXS

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TCI Wealth Advisors's CDXS Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Codexis (CDXS) in Q1 2023, closing a stake of 630 shares — an estimated $2.94K sold.

TCI Wealth Advisors first reported a position in CDXS in Q2 2018 and held it in 8 quarters. The position peaked at $9K in Q4 2021. 147 funds tracked by Wall St. Rank hold CDXS as of Q1 2023.

TCI Wealth Advisors reported no remaining Codexis position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 630 Codexis shares in Q1 2023, an estimated $2.94K.
TCI Wealth Advisors first reported a position in Codexis in Q2 2018 and held it in 8 quarters.
TCI Wealth Advisors's Codexis position peaked at $9K in Q4 2021.
147 funds tracked by Wall St. Rank held Codexis as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.