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Aspetuck Financial Management’s Crexendo CXDO Stock Holding History

Aspetuck Financial Management’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
Q1 		– Sell
-5,000
Closed -$26.1K – 96
2024
Q4 		$26.1K Buy
+5,000
New +$26.4K 0.02% 126

Other funds holding CXDO

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return

Aspetuck Financial Management's CXDO Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Crexendo (CXDO) in Q1 2025, closing a stake of 5,000 shares — an estimated $26.1K sold.

Aspetuck Financial Management first reported a position in CXDO in Q4 2024 and held it in 1 quarter. The position peaked at $26.1K in Q4 2024. 75 funds tracked by Wall St. Rank hold CXDO as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Crexendo position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 5,000 Crexendo shares in Q1 2025, an estimated $26.1K.
  • Aspetuck Financial Management first reported a position in Crexendo in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Crexendo position peaked at $26.1K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Crexendo as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.