Private Advisor Group’s Crexendo CXDO Stock Holding History

Private Advisor 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
2022 Q3	–	Sell	-11,000	Closed	-$34K	–	1965
2022 Q2	$34K	Buy	+11,000	New	+$32.2K	﹤0.01%	2039

Other funds holding CXDO

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Private Advisor Group's CXDO Position: Q3 2022 in Review

Private Advisor Group sold out of Crexendo (CXDO) in Q3 2022, closing a stake of 11,000 shares — an estimated $34K sold.

Private Advisor Group first reported a position in CXDO in Q2 2022 and held it in 1 quarter. The position peaked at $34K in Q2 2022. 21 funds tracked by Wall St. Rank hold CXDO as of Q3 2022.

Private Advisor Group reported no remaining Crexendo position as of Q3 2022 after selling out during the quarter.
Private Advisor Group sold 11,000 Crexendo shares in Q3 2022, an estimated $34K.
Private Advisor Group first reported a position in Crexendo in Q2 2022 and held it in 1 quarter.
Private Advisor Group's Crexendo position peaked at $34K in Q2 2022.
21 funds tracked by Wall St. Rank held Crexendo as of Q3 2022.

Based on Private Advisor Group's 13F filing for Q3 2022, filed 14 Oct 2022.