Advisornet Financial’s Xerox XRX Stock Holding History

Advisornet Financial’s Portfolio XRX Stock Details XRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-58	Closed	-$1.06K	–	2536
2023 Q4	$1.06K	Sell	58 -1	-2%	-$15	﹤0.01%	1871
2023 Q3	$926	Buy	59 +9	+18%	+$142	﹤0.01%	1812
2023 Q2	$745	Sell	50 -5	-9%	-$73	﹤0.01%	1958
2023 Q1	$847	Buy	55 +5	+10%	+$81	﹤0.01%	1924
2022 Q4	$730	Buy	+50	New	+$754	﹤0.01%	1925
2021 Q3	–	Sell	-433	Closed	-$10K	–	2026
2021 Q2	$10K	Hold	433	–	–	﹤0.01%	1430
2021 Q1	$11K	Hold	433	–	–	﹤0.01%	1359
2020 Q4	$10K	Hold	433	–	–	﹤0.01%	1298
2020 Q3	$8K	Hold	433	–	–	﹤0.01%	1347
2020 Q2	$7K	Hold	433	–	–	﹤0.01%	1398
2020 Q1	$8K	Hold	433	–	–	﹤0.01%	1338
2019 Q4	$16K	Sell	433 -2,647	-86%	-$92.6K	﹤0.01%	1260
2019 Q3	$92K	Buy	3,080 +2,647	+611%	+$82.9K	0.01%	704
2019 Q2	$15K	Buy	+433	New	+$14.5K	﹤0.01%	1138
2018 Q3	–	Sell	-2,669	Closed	-$64K	–	1648
2018 Q2	$64K	Buy	+2,669	New	+$75.5K	0.01%	652

Other funds holding XRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return