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Glassman Wealth Services’s Crexendo CXDO Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-10,567
Closed -$51.3K – 608
2023
Q4 		$51.3K Hold
10,567
– – 0.01% 445
2023
Q3 		$22.3K Hold
10,567
– – ﹤0.01% 639
2023
Q2 		$18.6K Hold
10,567
– – ﹤0.01% 636
2023
Q1 		$17.4K Hold
10,567
– – ﹤0.01% 669
2022
Q4 		$20.1K Sell
10,567
-10,567
-50% -$23.5K ﹤0.01% 665
2022
Q3 		$51K Buy
+21,134
New +$59.7K 0.01% 379

Other funds holding CXDO

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
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's CXDO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Crexendo (CXDO) in Q1 2024, closing a stake of 10,567 shares — an estimated $51.3K sold.

Glassman Wealth Services first reported a position in CXDO in Q3 2022 and held it in 6 quarters. The position peaked at $51.3K in Q4 2023. 51 funds tracked by Wall St. Rank hold CXDO as of Q1 2024.

  • Glassman Wealth Services reported no remaining Crexendo position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 10,567 Crexendo shares in Q1 2024, an estimated $51.3K.
  • Glassman Wealth Services first reported a position in Crexendo in Q3 2022 and held it in 6 quarters.
  • Glassman Wealth Services's Crexendo position peaked at $51.3K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held Crexendo as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.