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
2017 Q2	–	Sell	-25,000	Closed	-$42K	–	352
2017 Q1	$42K	Buy	+25,000	New	+$722K	﹤0.01%	327

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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. 466 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.
466 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.