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Carolinas Wealth Consulting’s Xerox XRX Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-68
Closed -$1.26K – 1169
2023
Q4 		$1.26K Hold
68
– – ﹤0.01% 804
2023
Q3 		$870 Sell
68
-4
-6% -$63 ﹤0.01% 848
2023
Q2 		$1.07K Buy
72
+5
+7% +$73 ﹤0.01% 902
2023
Q1 		$1.05K Hold
67
– – ﹤0.01% 888
2022
Q4 		$978 Buy
+67
New +$1.01K ﹤0.01% 899

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carolinas Wealth Consulting's XRX Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Xerox (XRX) in Q1 2024, closing a stake of 68 shares — an estimated $1.26K sold.

Carolinas Wealth Consulting first reported a position in XRX in Q4 2022 and held it in 5 quarters. The position peaked at $1.26K in Q4 2023. 336 funds tracked by Wall St. Rank hold XRX as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Xerox position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 68 Xerox shares in Q1 2024, an estimated $1.26K.
  • Carolinas Wealth Consulting first reported a position in Xerox in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Xerox position peaked at $1.26K in Q4 2023.
  • 336 funds tracked by Wall St. Rank held Xerox as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.