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Atlas Capital Advisors’s Xerox XRX Stock Holding History

Atlas Capital Advisors’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
2022
Q3 		– Sell
-6,219
Closed -$92.4K – 1018
2022
Q2 		$92.4K Buy
6,219
+6,019
+3,010% +$107K 0.02% 477
2022
Q1 		$4.03K Hold
200
– – ﹤0.01% 812
2021
Q4 		$4.53K Hold
200
– – ﹤0.01% 801
2021
Q3 		$4.03K Hold
200
– – ﹤0.01% 825
2021
Q2 		$4.7K Sell
200
-5,074
-96% -$123K ﹤0.01% 825
2021
Q1 		$128K Sell
5,274
-76
-1% -$1.82K 0.02% 385
2020
Q4 		$124K Buy
+5,350
New +$113K 0.03% 366
2020
Q3 		– Sell
-1,468
Closed -$22.4K – 609
2020
Q2 		$22.4K Sell
1,468
-15,291
-91% -$264K 0.01% 537
2020
Q1 		$317K Buy
16,759
+11
+0.1% +$349 0.09% 209
2019
Q4 		$617K Sell
16,748
-89
-0.5% -$3.11K 0.15% 169
2019
Q3 		$504K Buy
16,837
+2,664
+19% +$83.5K 0.15% 187
2019
Q2 		$502K Buy
14,173
+2,067
+17% +$69K 0.16% 169
2019
Q1 		$387K Sell
12,106
-2,722
-18% -$76.8K 0.14% 186
2018
Q4 		$293K Buy
14,828
+10,920
+279% +$280K 0.12% 215
2018
Q3 		$106K Buy
3,908
+3,160
+422% +$83.6K 0.04% 352
2018
Q2 		$18.7K Sell
748
-6,054
-89% -$171K 0.01% 445
2018
Q1 		$196K Buy
+6,802
New +$209K 0.06% 285

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Dimensional Fund Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
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Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return