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Ashton Thomas Private Wealth’s Xerox XRX Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-1,995
Closed -$23.2K – 1878
2024
Q2 		$23.2K Buy
+1,995
New +$29K ﹤0.01% 1120
2023
Q2 		– Sell
-12,930
Closed -$199K – 605
2023
Q1 		$199K Sell
12,930
-548
-4% -$8.86K 0.02% 481
2022
Q4 		$197K Buy
+13,478
New +$203K 0.02% 458

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ashton Thomas Private Wealth's XRX Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Xerox (XRX) in Q3 2024, closing a stake of 1,995 shares — an estimated $23.2K sold.

Ashton Thomas Private Wealth first reported a position in XRX in Q4 2022 and held it in 3 quarters. The position peaked at $199K in Q1 2023. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 1,995 Xerox shares in Q3 2024, an estimated $23.2K.
  • Ashton Thomas Private Wealth first reported a position in Xerox in Q4 2022 and held it in 3 quarters.
  • Ashton Thomas Private Wealth's Xerox position peaked at $199K in Q1 2023.
  • 288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.