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Total Clarity Wealth Management’s Codexis CDXS Stock Holding History

Total Clarity Wealth Management’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
2022
Q1 		– Sell
-223
Closed -$7K – 314
2021
Q4 		$7K Buy
223
+21
+10% +$691 ﹤0.01% 749
2021
Q3 		$5K Buy
+202
New +$4.78K ﹤0.01% 806
2021
Q2 		– Sell
-202
Closed -$5K – 271
2021
Q1 		$5K Buy
+202
New +$4.73K ﹤0.01% 680

Other funds holding CDXS

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Total Clarity Wealth Management's CDXS Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Codexis (CDXS) in Q1 2022, closing a stake of 223 shares — an estimated $7K sold.

Total Clarity Wealth Management first reported a position in CDXS in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 161 funds tracked by Wall St. Rank hold CDXS as of Q1 2022.

  • Total Clarity Wealth Management reported no remaining Codexis position as of Q1 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 223 Codexis shares in Q1 2022, an estimated $7K.
  • Total Clarity Wealth Management first reported a position in Codexis in Q1 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Codexis position peaked at $7K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Codexis as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.