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Orin Green Financial’s Crexendo CXDO Stock Holding History

Orin Green Financial’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
-48,922
Closed -$237K – 80
2023
Q4 		$237K Hold
48,922
– – 0.12% 66
2023
Q3 		$103K Hold
48,922
– – 0.06% 68
2023
Q2 		$86.1K Hold
48,922
– – 0.05% 69
2023
Q1 		$80.7K Hold
48,922
– – 0.04% 66
2022
Q4 		$93K Hold
48,922
– – 0.05% 65
2022
Q3 		$117K Hold
48,922
– – 0.08% 60
2022
Q2 		$153K Hold
48,922
– – 0.1% 63
2022
Q1 		$178K Hold
48,922
– – 0.12% 64
2021
Q4 		$215K Buy
+48,922
New +$263K 0.16% 55

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

Orin Green Financial's CXDO Position: Q1 2024 in Review

Orin Green Financial sold out of Crexendo (CXDO) in Q1 2024, closing a stake of 48,922 shares — an estimated $237K sold.

Orin Green Financial first reported a position in CXDO in Q4 2021 and held it in 9 quarters. The position peaked at $237K in Q4 2023. 51 funds tracked by Wall St. Rank hold CXDO as of Q1 2024.

  • Orin Green Financial reported no remaining Crexendo position as of Q1 2024 after selling out during the quarter.
  • Orin Green Financial sold 48,922 Crexendo shares in Q1 2024, an estimated $237K.
  • Orin Green Financial first reported a position in Crexendo in Q4 2021 and held it in 9 quarters.
  • Orin Green Financial's Crexendo position peaked at $237K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held Crexendo as of Q1 2024.

Based on Orin Green Financial's 13F filing for Q1 2024, filed 8 May 2024.