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Total Clarity Wealth Management’s Crexendo CXDO Stock Holding History

Total Clarity Wealth Management’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
-1,923
Closed -$6K – 373
2022
Q2 		$6K Buy
+1,923
New +$5.63K ﹤0.01% 770

Other funds holding CXDO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 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 $632M AUM 95.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Total Clarity Wealth Management's CXDO Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Crexendo (CXDO) in Q3 2022, closing a stake of 1,923 shares — an estimated $6K sold.

Total Clarity Wealth Management first reported a position in CXDO in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 21 funds tracked by Wall St. Rank hold CXDO as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Crexendo position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,923 Crexendo shares in Q3 2022, an estimated $6K.
  • Total Clarity Wealth Management first reported a position in Crexendo in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Crexendo position peaked at $6K in Q2 2022.
  • 21 funds tracked by Wall St. Rank held Crexendo as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.