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Baystate Wealth Management’s Xerox XRX Stock Holding History

Baystate 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
2023
Q4 		$9.16K Buy
+500
New +$7.39K ﹤0.01% 741

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baystate Wealth Management's XRX Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Xerox (XRX) in Q4 2023: 500 shares worth $9.16K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings.

311 funds tracked by Wall St. Rank hold XRX as of Q4 2023.

  • Baystate Wealth Management held 500 shares of Xerox worth $9.16K as of Q4 2023.
  • Xerox was a new Baystate Wealth Management position in Q4 2023.
  • Xerox made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #741 holding.
  • 311 funds tracked by Wall St. Rank held Xerox as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.