WPA
CXDO icon

Wealth Preservation Advisors’s Crexendo CXDO Stock Holding History

Wealth Preservation Advisors’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
2026
Q2 		– Sell
-24
Closed -$148 – 296
2026
Q1 		$148 Buy
+24
New +$158 ﹤0.01% 902

Other funds holding CXDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Wealth Preservation Advisors's CXDO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Crexendo (CXDO) in Q2 2026, closing a stake of 24 shares — an estimated $148 sold.

Wealth Preservation Advisors first reported a position in CXDO in Q1 2026 and held it in 1 quarter. The position peaked at $148 in Q1 2026. 126 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Crexendo position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 24 Crexendo shares in Q2 2026, an estimated $148.
  • Wealth Preservation Advisors first reported a position in Crexendo in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Crexendo position peaked at $148 in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.