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Belpointe Asset Management’s Xerox XRX Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,603
Closed -$24.7K – 3430
2023
Q1 		$24.7K Buy
1,603
+410
+34% +$6.63K ﹤0.01% 2180
2022
Q4 		$17.4K Buy
+1,193
New +$18K ﹤0.01% 2273

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Belpointe Asset Management's XRX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Xerox (XRX) in Q2 2023, closing a stake of 1,603 shares — an estimated $24.7K sold.

Belpointe Asset Management first reported a position in XRX in Q4 2022 and held it in 2 quarters. The position peaked at $24.7K in Q1 2023. 303 funds tracked by Wall St. Rank hold XRX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Xerox position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,603 Xerox shares in Q2 2023, an estimated $24.7K.
  • Belpointe Asset Management first reported a position in Xerox in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Xerox position peaked at $24.7K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Xerox as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.