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BerganKDV Wealth Management’s Xerox XRX Stock Holding History

BerganKDV 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
Q1 		– Sell
-4
Closed -$58 – 1124
2022
Q4 		$58 Buy
+4
New +$60 ﹤0.01% 1025
2021
Q4 		– Sell
-17
Closed – – 1135
2021
Q3 		$0 Hold
17
– – ﹤0.01% 1103
2021
Q2 		$0 Hold
17
– – ﹤0.01% 1016
2021
Q1 		$0 Hold
17
– – ﹤0.01% 995
2020
Q4 		$0 Buy
+17
New +$360 ﹤0.01% 1023

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BerganKDV Wealth Management's XRX Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Xerox (XRX) in Q1 2023, closing a stake of 4 shares — an estimated $58 sold.

BerganKDV Wealth Management first reported a position in XRX in Q4 2020 and held it in 5 quarters. The position peaked at $58 in Q4 2022. 304 funds tracked by Wall St. Rank hold XRX as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Xerox position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 4 Xerox shares in Q1 2023, an estimated $58.
  • BerganKDV Wealth Management first reported a position in Xerox in Q4 2020 and held it in 5 quarters.
  • BerganKDV Wealth Management's Xerox position peaked at $58 in Q4 2022.
  • 304 funds tracked by Wall St. Rank held Xerox as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.