Atria Wealth Solutions’s Xerox XRX Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$128K	Sell	24,087 -620	-3%	-$3.02K	﹤0.01%	1424
2025 Q1	$122K	Sell	24,707 -206	-0.8%	-$1.55K	﹤0.01%	1784
2024 Q4	$216K	Sell	24,913 -2,021	-8%	-$18.6K	﹤0.01%	1783
2024 Q3	$286K	Buy	26,934 +6,911	+35%	+$73.9K	﹤0.01%	1545
2024 Q2	$237K	Sell	20,023 -2,357	-11%	-$34.2K	﹤0.01%	1653
2024 Q1	$406K	Sell	22,380 -2,500	-10%	-$43.9K	﹤0.01%	1358
2023 Q4	$462K	Sell	24,880 -1,652	-6%	-$24.4K	0.01%	1258
2023 Q3	$423K	Sell	26,532 -1,777	-6%	-$28.1K	0.01%	1213
2023 Q2	$429K	Sell	28,309 -12,631	-31%	-$185K	0.01%	1233
2023 Q1	$638K	Buy	40,940 +924	+2%	+$14.9K	0.01%	1002
2022 Q4	$591K	Sell	40,016 -3,958	-9%	-$59.7K	0.01%	995
2022 Q3	$583K	Buy	43,974 +7,032	+19%	+$114K	0.01%	941
2022 Q2	$558K	Sell	36,942 -14,074	-28%	-$249K	0.01%	915
2022 Q1	$1.04M	Buy	+51,016	New	+$1.07M	0.02%	715

Other funds holding XRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return