AIP
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ARS Investment Partners’s Crexendo CXDO Stock Holding History

ARS Investment Partners’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
2026
Q2 		$325K Sell
43,536
-6,836
-14% -$53.4K 0.01% 156
2026
Q1 		$311K Sell
50,372
-11,562
-19% -$75.9K 0.02% 149
2025
Q4 		$401K Buy
61,934
+8,094
+15% +$53K 0.02% 139
2025
Q3 		$350K Sell
53,840
-1,150
-2% -$7.13K 0.02% 145
2025
Q2 		$334K Buy
54,990
+8,491
+18% +$44.3K 0.02% 138
2025
Q1 		$243K Hold
46,499
– – 0.02% 148
2024
Q4 		$243K Buy
+46,499
New +$246K 0.02% 148

Other funds holding CXDO

BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return