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	–	2529
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	–	2019
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	–	1640
2018 Q2	$64K	Buy	+2,669	New	+$75.5K	0.01%	652

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial's XRX Position: Q1 2024 in Review

Advisornet Financial sold out of Xerox (XRX) in Q1 2024, closing a stake of 58 shares — an estimated $1.06K sold.

Advisornet Financial first reported a position in XRX in Q2 2018 and held it in 15 quarters. The position peaked at $92K in Q3 2019. 336 funds tracked by Wall St. Rank hold XRX as of Q1 2024.

Advisornet Financial reported no remaining Xerox position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 58 Xerox shares in Q1 2024, an estimated $1.06K.
Advisornet Financial first reported a position in Xerox in Q2 2018 and held it in 15 quarters.
Advisornet Financial's Xerox position peaked at $92K in Q3 2019.
336 funds tracked by Wall St. Rank held Xerox as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.