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Annapolis Financial Services’s Xerox XRX Stock Holding History

Annapolis Financial Services’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
Q4 		– Sell
-75
Closed -$1.18K – 507
2023
Q3 		$1.18K Hold
75
– – ﹤0.01% 449
2023
Q2 		$1.12K Hold
75
– – ﹤0.01% 455
2023
Q1 		$1.16K Hold
75
– – ﹤0.01% 419
2022
Q4 		$1.09K Buy
+75
New +$1.13K ﹤0.01% 407

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annapolis Financial Services's XRX Position: Q4 2023 in Review

Annapolis Financial Services sold out of Xerox (XRX) in Q4 2023, closing a stake of 75 shares — an estimated $1.18K sold.

Annapolis Financial Services first reported a position in XRX in Q4 2022 and held it in 4 quarters. The position peaked at $1.18K in Q3 2023. 311 funds tracked by Wall St. Rank hold XRX as of Q4 2023.

  • Annapolis Financial Services reported no remaining Xerox position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 75 Xerox shares in Q4 2023, an estimated $1.18K.
  • Annapolis Financial Services first reported a position in Xerox in Q4 2022 and held it in 4 quarters.
  • Annapolis Financial Services's Xerox position peaked at $1.18K in Q3 2023.
  • 311 funds tracked by Wall St. Rank held Xerox as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.