BDO Wealth Advisors’s Xerox XRX Stock Holding History

BDO 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
2023 Q2	$25.1K	Buy	1,688 +124	+8%	+$1.81K	﹤0.01%	540
2023 Q1	$24.1K	Hold	1,564	–	–	﹤0.01%	556
2022 Q4	$22.8K	Hold	1,564	–	–	﹤0.01%	554
2022 Q3	$20K	Hold	1,564	–	–	﹤0.01%	577
2022 Q2	$23K	Hold	1,564	–	–	﹤0.01%	538
2022 Q1	$32K	Hold	1,564	–	–	﹤0.01%	513
2021 Q4	$35K	Hold	1,564	–	–	﹤0.01%	516
2021 Q3	$32K	Hold	1,564	–	–	﹤0.01%	524
2021 Q2	$37K	Hold	1,564	–	–	﹤0.01%	513
2021 Q1	$38K	Buy	+1,564	New	+$37.4K	﹤0.01%	495

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BDO Wealth Advisors's XRX Position: Q2 2023 in Review

BDO Wealth Advisors increased its Xerox (XRX) stake by 7.9% in Q2 2023, buying an estimated $1.81K and bringing the position to 1,688 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

BDO Wealth Advisors first reported a position in XRX in Q1 2021 and has held it in 10 quarters since. The position peaked at $38K in Q1 2021. 303 funds tracked by Wall St. Rank hold XRX as of Q2 2023.

BDO Wealth Advisors held 1,688 shares of Xerox worth $25.1K as of Q2 2023.
BDO Wealth Advisors bought 124 Xerox shares in Q2 2023, an estimated $1.81K.
Xerox made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #540 holding.
BDO Wealth Advisors first reported a position in Xerox in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Xerox position peaked at $38K in Q1 2021.
303 funds tracked by Wall St. Rank held Xerox as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.