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Avior Wealth Management’s Xerox XRX Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-23
Closed -$199 – 2379
2024
Q4 		$199 Hold
23
– – ﹤0.01% 2366
2024
Q3 		$245 Hold
23
– – ﹤0.01% 2213
2024
Q2 		$274 Sell
23
-22
-49% -$319 ﹤0.01% 2166
2024
Q1 		$817 Buy
+45
New +$791 ﹤0.01% 2444

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avior Wealth Management's XRX Position: Q1 2025 in Review

Avior Wealth Management sold out of Xerox (XRX) in Q1 2025, closing a stake of 23 shares — an estimated $199 sold.

Avior Wealth Management first reported a position in XRX in Q1 2024 and held it in 4 quarters. The position peaked at $817 in Q1 2024. 305 funds tracked by Wall St. Rank hold XRX as of Q1 2025.

  • Avior Wealth Management reported no remaining Xerox position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 23 Xerox shares in Q1 2025, an estimated $199.
  • Avior Wealth Management first reported a position in Xerox in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Xerox position peaked at $817 in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Xerox as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.