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

B. Riley 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
2019
Q2 		– Sell
-7,000
Closed -$224K – 441
2019
Q1 		$224K Buy
+7,000
New +$197K 0.04% 329
2015
Q3 		– Sell
-109
Closed -$3K – 774
2015
Q2 		$3K Hold
109
– – ﹤0.01% 940
2015
Q1 		$3K Buy
109
+1
+0.9% +$35 ﹤0.01% 940
2014
Q4 		$3K Hold
108
– – ﹤0.01% 920
2014
Q3 		$3K Sell
108
-1,327
-92% -$46.3K ﹤0.01% 966
2014
Q2 		$47K Buy
1,435
+190
+15% +$6.04K 0.03% 476
2014
Q1 		$37K Buy
+1,245
New +$36.5K 0.03% 507

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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Management's XRX Position: Q2 2019 in Review

B. Riley Wealth Management sold out of Xerox (XRX) in Q2 2019, closing a stake of 7,000 shares — an estimated $224K sold.

B. Riley Wealth Management first reported a position in XRX in Q1 2014 and held it in 7 quarters. The position peaked at $224K in Q1 2019. 448 funds tracked by Wall St. Rank hold XRX as of Q2 2019.

  • B. Riley Wealth Management reported no remaining Xerox position as of Q2 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 7,000 Xerox shares in Q2 2019, an estimated $224K.
  • B. Riley Wealth Management first reported a position in Xerox in Q1 2014 and held it in 7 quarters.
  • B. Riley Wealth Management's Xerox position peaked at $224K in Q1 2019.
  • 448 funds tracked by Wall St. Rank held Xerox as of Q2 2019.

Based on B. Riley Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.