Capital Performance Advisors’s Xerox XRX Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-766	Closed	-$7.95K	–	2748
2024 Q3	$7.95K	Buy	+766	New	+$8.19K	﹤0.01%	929

Other funds holding XRX

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

Capital Performance Advisors's XRX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Xerox (XRX) in Q4 2024, closing a stake of 766 shares — an estimated $7.95K sold.

Capital Performance Advisors first reported a position in XRX in Q3 2024 and held it in 1 quarter. The position peaked at $7.95K in Q3 2024. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

Capital Performance Advisors reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 766 Xerox shares in Q4 2024, an estimated $7.95K.
Capital Performance Advisors first reported a position in Xerox in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Xerox position peaked at $7.95K in Q3 2024.
284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.