Benjamin F. Edwards & Company’s Xerox XRX Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$2K	Sell	143 -284	-67%	-$4.12K	﹤0.01%	2069
2024 Q1	$8K	Sell	427 -64	-13%	-$1.13K	﹤0.01%	1761
2023 Q4	$9K	Buy	+491	New	+$7.26K	﹤0.01%	1702
2019 Q3	–	Sell	-1,681	Closed	-$60K	–	1987
2019 Q2	$60K	Buy	+1,681	New	+$56.1K	0.01%	853
2018 Q3	–	Sell	-300	Closed	-$7K	–	1668
2018 Q2	$7K	Hold	300	–	–	﹤0.01%	1362
2018 Q1	$9K	Hold	300	–	–	﹤0.01%	1297
2017 Q4	$9K	Hold	300	–	–	﹤0.01%	1247
2017 Q3	$10K	Hold	300	–	–	﹤0.01%	1170
2017 Q2	$9K	Hold	300	–	–	﹤0.01%	1129
2017 Q1	$9K	Buy	+300	New	+$8.66K	﹤0.01%	1057
2014 Q4	–	Sell	-74	Closed	-$3K	–	1049
2014 Q3	$3K	Buy	+74	New	+$2.58K	﹤0.01%	910

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Benjamin F. Edwards & Company's XRX Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Xerox (XRX) stake by 67% in Q2 2024, selling an estimated $4.12K and leaving 143 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Benjamin F. Edwards & Company first reported a position in XRX in Q3 2014 and has held it in 11 quarters since. The position peaked at $60K in Q2 2019. 308 funds tracked by Wall St. Rank hold XRX as of Q2 2024.

Benjamin F. Edwards & Company held 143 shares of Xerox worth $2K as of Q2 2024.
Benjamin F. Edwards & Company sold 284 Xerox shares in Q2 2024, an estimated $4.12K.
Xerox made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2069 holding.
Benjamin F. Edwards & Company first reported a position in Xerox in Q3 2014 and has held it in 11 quarters since.
Benjamin F. Edwards & Company's Xerox position peaked at $60K in Q2 2019.
308 funds tracked by Wall St. Rank held Xerox as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.