UCFA
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United Capital Financial Advisors’s Codexis CDXS Stock Holding History

United Capital Financial 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
2020
Q4 		– Sell
-10,291
Closed -$121K – 1198
2020
Q3 		$121K Hold
10,291
– – ﹤0.01% 1104
2020
Q2 		$117K Hold
10,291
– – ﹤0.01% 1139
2020
Q1 		$115K Hold
10,291
– – ﹤0.01% 1118
2019
Q4 		$165K Hold
10,291
– – ﹤0.01% 1306
2019
Q3 		$141K Hold
10,291
– – ﹤0.01% 1230
2019
Q2 		$190K Buy
+10,291
New +$198K ﹤0.01% 1372

Other funds holding CDXS

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

United Capital Financial Advisors's CDXS Position: Q4 2020 in Review

United Capital Financial Advisors sold out of Codexis (CDXS) in Q4 2020, closing a stake of 10,291 shares — an estimated $121K sold.

United Capital Financial Advisors first reported a position in CDXS in Q2 2019 and held it in 6 quarters. The position peaked at $190K in Q2 2019. 149 funds tracked by Wall St. Rank hold CDXS as of Q4 2020.

  • United Capital Financial Advisors reported no remaining Codexis position as of Q4 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,291 Codexis shares in Q4 2020, an estimated $121K.
  • United Capital Financial Advisors first reported a position in Codexis in Q2 2019 and held it in 6 quarters.
  • United Capital Financial Advisors's Codexis position peaked at $190K in Q2 2019.
  • 149 funds tracked by Wall St. Rank held Codexis as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.