CDXS CODEXIS INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in CODEXIS INC COM (CDXS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 342 0% 0.00% $835 $2.44
2025 Q2 ADDED 342 +235 +219.6% 0.00% $835 $2.44
2025 Q1 ADDED 107 +72 +205.7% 0.00% $288 $2.69
2024 Q4 REDUCED 35 -16 -31.4% 0.00% $167 $4.77
2021 Q4 INITIATED 51 0.00% $2K $31.27
% of Fund (quarterly)    CDXS price (monthly, adj. close)
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