AWM
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AE Wealth Management’s Xerox XRX Stock Holding History

AE Wealth Management’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
2023
Q2 		– Sell
-17,559
Closed -$270K – 2061
2023
Q1 		$270K Sell
17,559
-7,960
-31% -$129K ﹤0.01% 1600
2022
Q4 		$373K Buy
25,519
+901
+4% +$13.6K ﹤0.01% 1413
2022
Q3 		$322K Sell
24,618
-507
-2% -$8.21K ﹤0.01% 1449
2022
Q2 		$373K Buy
+25,125
New +$445K ﹤0.01% 1339
2018
Q2 		– Sell
-32,660
Closed -$940K – 505
2018
Q1 		$940K Sell
32,660
-462
-1% -$14.2K 0.07% 177
2017
Q4 		$966K Buy
33,122
+1,430
+5% +$43.4K 0.09% 169
2017
Q3 		$1.05M Sell
31,692
-1,840
-5% -$57.9K 0.1% 134
2017
Q2 		$963K Buy
33,532
+1,598
+5% +$45.1K 0.11% 150
2017
Q1 		$938K Sell
31,934
-1,367
-4% -$39.5K 0.17% 115
2016
Q4 		$766K Buy
+33,301
New +$829K 0.31% 89

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return