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YorkBridge Wealth Partners’s Codexis CDXS Stock Holding History

YorkBridge Wealth Partners’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
2018
Q3 		– Sell
-148
Closed -$2K – 763
2018
Q2 		$2K Buy
+148
New +$1.93K ﹤0.01% 768

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OM
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YorkBridge Wealth Partners's CDXS Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Codexis (CDXS) in Q3 2018, closing a stake of 148 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in CDXS in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 111 funds tracked by Wall St. Rank hold CDXS as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Codexis position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 148 Codexis shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Codexis in Q2 2018 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Codexis position peaked at $2K in Q2 2018.
  • 111 funds tracked by Wall St. Rank held Codexis as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.