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Simplicity Solutions’s Crexendo CXDO Stock Holding History

Simplicity Solutions’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
2023
Q4 		$53.4K Hold
11,000
– – ﹤0.01% 1039
2023
Q3 		$23.2K Hold
11,000
– – ﹤0.01% 978
2023
Q2 		$19.4K Hold
11,000
– – ﹤0.01% 1048
2023
Q1 		$18.1K Buy
+11,000
New +$20.2K ﹤0.01% 1144

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
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Simplicity Solutions's CXDO Position: Q4 2023 in Review

Simplicity Solutions held its Crexendo (CXDO) position steady in Q4 2023 at 11,000 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Simplicity Solutions first reported a position in CXDO in Q1 2023 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold CXDO as of Q4 2023.

  • Simplicity Solutions held 11,000 shares of Crexendo worth $53.4K as of Q4 2023.
  • Simplicity Solutions left its Crexendo share count unchanged in Q4 2023.
  • Crexendo made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1039 holding.
  • Simplicity Solutions first reported a position in Crexendo in Q1 2023 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Crexendo as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.