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Atria Investments’s Xerox XRX Stock Holding History

Atria Investments’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
2018
Q4 		– Sell
-66,291
Closed -$1.79M – 1026
2018
Q3 		$1.79M Sell
66,291
-11,033
-14% -$292K 0.07% 254
2018
Q2 		$1.86M Sell
77,324
-7,055
-8% -$199K 0.08% 243
2018
Q1 		$2.43M Sell
84,379
-10,232
-11% -$315K 0.12% 188
2017
Q4 		$2.76M Buy
94,611
+13,270
+16% +$403K 0.14% 170
2017
Q3 		$2.71M Sell
81,341
-6,950
-8% -$219K 0.15% 151
2017
Q2 		$2.54M Buy
88,291
+8,371
+10% +$237K 0.16% 147
2017
Q1 		$2.35M Buy
79,920
+7,275
+10% +$210K 0.15% 146
2016
Q4 		$1.67M Buy
+72,645
New +$1.81M 0.13% 168

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atria Investments's XRX Position: Q4 2018 in Review

Atria Investments sold out of Xerox (XRX) in Q4 2018, closing a stake of 66,291 shares — an estimated $1.79M sold.

Atria Investments first reported a position in XRX in Q4 2016 and held it in 8 quarters. The position peaked at $2.76M in Q4 2017. 467 funds tracked by Wall St. Rank hold XRX as of Q4 2018.

  • Atria Investments reported no remaining Xerox position as of Q4 2018 after selling out during the quarter.
  • Atria Investments sold 66,291 Xerox shares in Q4 2018, an estimated $1.79M.
  • Atria Investments first reported a position in Xerox in Q4 2016 and held it in 8 quarters.
  • Atria Investments's Xerox position peaked at $2.76M in Q4 2017.
  • 467 funds tracked by Wall St. Rank held Xerox as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.