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Advisor Resource Council’s Crexendo CXDO Stock Holding History

Advisor Resource Council’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21,675
Closed -$132K – 70
2025
Q2 		$132K Hold
21,675
– – 0.05% 184
2025
Q1 		$106 Buy
+21,675
New +$127K ﹤0.01% 583
2024
Q4 		– Sell
-19,985
Closed -$92.7K – 112
2024
Q3 		$92.7K Buy
+19,985
New +$86.6K 0.04% 237

Other funds holding CXDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Advisor Resource Council's CXDO Position: Q3 2025 in Review

Advisor Resource Council sold out of Crexendo (CXDO) in Q3 2025, closing a stake of 21,675 shares — an estimated $132K sold.

Advisor Resource Council first reported a position in CXDO in Q3 2024 and held it in 3 quarters. The position peaked at $132K in Q2 2025. 90 funds tracked by Wall St. Rank hold CXDO as of Q3 2025.

  • Advisor Resource Council reported no remaining Crexendo position as of Q3 2025 after selling out during the quarter.
  • Advisor Resource Council sold 21,675 Crexendo shares in Q3 2025, an estimated $132K.
  • Advisor Resource Council first reported a position in Crexendo in Q3 2024 and held it in 3 quarters.
  • Advisor Resource Council's Crexendo position peaked at $132K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Crexendo as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.