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Valley Wealth Managers’s Codexis CDXS Stock Holding History

Valley Wealth Managers’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
2025
Q1 		– Sell
-50
Closed -$239 – 382
2024
Q4 		$239 Hold
50
– – ﹤0.01% 377
2024
Q3 		$154 Hold
50
– – ﹤0.01% 382
2024
Q2 		$155 Hold
50
– – ﹤0.01% 358
2024
Q1 		$175 Hold
50
– – ﹤0.01% 302
2023
Q4 		$153 Hold
50
– – ﹤0.01% 320
2023
Q3 		$95 Hold
50
– – ﹤0.01% 354
2023
Q2 		$140 Hold
50
– – ﹤0.01% 326
2023
Q1 		$207 Hold
50
– – ﹤0.01% 341
2022
Q4 		$233 Hold
50
– – ﹤0.01% 350
2022
Q3 		$0 Hold
50
– – ﹤0.01% 443
2022
Q2 		$1K Buy
+50
New +$627 ﹤0.01% 404

Other funds holding CDXS

OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Valley Wealth Managers's CDXS Position: Q1 2025 in Review

Valley Wealth Managers sold out of Codexis (CDXS) in Q1 2025, closing a stake of 50 shares — an estimated $239 sold.

Valley Wealth Managers first reported a position in CDXS in Q2 2022 and held it in 11 quarters. The position peaked at $1K in Q2 2022. 126 funds tracked by Wall St. Rank hold CDXS as of Q1 2025.

  • Valley Wealth Managers reported no remaining Codexis position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 50 Codexis shares in Q1 2025, an estimated $239.
  • Valley Wealth Managers first reported a position in Codexis in Q2 2022 and held it in 11 quarters.
  • Valley Wealth Managers's Codexis position peaked at $1K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held Codexis as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.