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Avantax Planning Partners’s Xerox XRX Stock Holding History

Avantax Planning Partners’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
-1,165
Closed -$31K – 1226
2018
Q3 		$31K Buy
+1,165
New +$30.8K ﹤0.01% 605
2018
Q2 		– Sell
-1,175
Closed -$34K – 1517
2018
Q1 		$34K Buy
+1,175
New +$36.1K ﹤0.01% 612

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 $3.37T AUM 44.26% 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

Avantax Planning Partners's XRX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Xerox (XRX) in Q4 2018, closing a stake of 1,165 shares — an estimated $31K sold.

Avantax Planning Partners first reported a position in XRX in Q1 2018 and held it in 2 quarters. The position peaked at $34K in Q1 2018. 467 funds tracked by Wall St. Rank hold XRX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Xerox position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,165 Xerox shares in Q4 2018, an estimated $31K.
  • Avantax Planning Partners first reported a position in Xerox in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Xerox position peaked at $34K in Q1 2018.
  • 467 funds tracked by Wall St. Rank held Xerox as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.