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Baldwin Wealth Partners’s Xerox XRX Stock Holding History

Baldwin Wealth 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
Q4 		– Sell
-31
Closed -$1K – 507
2017
Q3 		$1K Buy
+31
New +$976 ﹤0.01% 471
2016
Q3 		– Sell
-387
Closed -$10K – 572
2016
Q2 		$10K Buy
+387
New +$10.2K ﹤0.01% 398
2015
Q2 		– Sell
-36,605
Closed -$1.24M – 260
2015
Q1 		$1.24M Buy
36,605
+117
+0.3% +$4.13K 0.18% 113
2014
Q4 		$1.33M Buy
36,488
+2,243
+7% +$79.1K 0.19% 113
2014
Q3 		$1.19M Buy
34,245
+3,973
+13% +$139K 0.17% 121
2014
Q2 		$992K Buy
30,272
+230
+0.8% +$7.31K 0.15% 136
2014
Q1 		$895K Sell
30,042
-85
-0.3% -$2.49K 0.14% 134
2013
Q4 		$966K Buy
+30,127
New +$867K 0.16% 132

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