BFG
CXDO icon

Bleakley Financial Group’s Crexendo CXDO Stock Holding History

Bleakley Financial Group’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
-11,000
Closed -$57.5K – 614
2024
Q4 		$57.5K Hold
11,000
– – ﹤0.01% 1014
2024
Q3 		$51K Hold
11,000
– – ﹤0.01% 999
2024
Q2 		$34.6K Hold
11,000
– – ﹤0.01% 997
2024
Q1 		$52.9K Hold
11,000
– – ﹤0.01% 963
2023
Q4 		$53.4K Hold
11,000
– – ﹤0.01% 920
2023
Q3 		$23.2K Hold
11,000
– – ﹤0.01% 869
2023
Q2 		$19.4K Hold
11,000
– – ﹤0.01% 918
2023
Q1 		$18.1K Hold
11,000
– – ﹤0.01% 898
2022
Q4 		$20.9K Buy
+11,000
New +$24.4K ﹤0.01% 860

Other funds holding CXDO

EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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 $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Bleakley Financial Group's CXDO Position: Q1 2025 in Review

Bleakley Financial Group sold out of Crexendo (CXDO) in Q1 2025, closing a stake of 11,000 shares — an estimated $57.5K sold.

Bleakley Financial Group first reported a position in CXDO in Q4 2022 and held it in 9 quarters. The position peaked at $57.5K in Q4 2024. 75 funds tracked by Wall St. Rank hold CXDO as of Q1 2025.

  • Bleakley Financial Group reported no remaining Crexendo position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 11,000 Crexendo shares in Q1 2025, an estimated $57.5K.
  • Bleakley Financial Group first reported a position in Crexendo in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Crexendo position peaked at $57.5K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Crexendo as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.