BRWA
XRX icon

B. Riley Wealth Advisors’s Xerox XRX Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-10,919
Closed -$365K – 670
2017
Q3 		$365K Buy
+10,919
New +$344K 0.06% 332
2017
Q2 		– Sell
-3,767
Closed -$113K – 562
2017
Q1 		$113K Buy
+3,767
New +$109K 0.02% 485
2015
Q1 		– Sell
-4,269
Closed -$156 – 2023
2014
Q4 		$156 Sell
4,269
-188
-4% -$6.63K ﹤0.01% 1501
2014
Q3 		$155K Buy
4,457
+845
+23% +$29.5K 0.04% 542
2014
Q2 		$118K Sell
3,612
-56
-2% -$1.78K 0.03% 654
2014
Q1 		$109K Buy
3,668
+1,027
+39% +$30.1K 0.03% 592
2013
Q4 		$85K Buy
+2,641
New +$76K 0.03% 582

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return