Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Crexendo CXDO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-45
Closed -$293 – 1463
2025
Q3 		$293 Buy
+45
New +$279 ﹤0.01% 2895

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BA
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Creative Planning
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Wealthspire Advisors (New York)'s CXDO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Crexendo (CXDO) in Q4 2025, closing a stake of 45 shares — an estimated $293 sold.

Wealthspire Advisors (New York) first reported a position in CXDO in Q3 2025 and held it in 1 quarter. The position peaked at $293 in Q3 2025. 93 funds tracked by Wall St. Rank hold CXDO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Crexendo position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 45 Crexendo shares in Q4 2025, an estimated $293.
  • Wealthspire Advisors (New York) first reported a position in Crexendo in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Crexendo position peaked at $293 in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Crexendo as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.