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Cary Street Partners Investment Advisory’s Xerox XRX Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-100
Closed -$1.57K – 1808
2023
Q3 		$1.57K Hold
100
– – ﹤0.01% 1691
2023
Q2 		$1.49K Hold
100
– – ﹤0.01% 1619
2023
Q1 		$1.54K Hold
100
– – ﹤0.01% 1529
2022
Q4 		$1.46K Buy
+100
New +$1.51K ﹤0.01% 1542

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's XRX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Xerox (XRX) in Q4 2023, closing a stake of 100 shares — an estimated $1.57K sold.

Cary Street Partners Investment Advisory first reported a position in XRX in Q4 2022 and held it in 4 quarters. The position peaked at $1.57K in Q3 2023. 310 funds tracked by Wall St. Rank hold XRX as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Xerox position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 100 Xerox shares in Q4 2023, an estimated $1.57K.
  • Cary Street Partners Investment Advisory first reported a position in Xerox in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Xerox position peaked at $1.57K in Q3 2023.
  • 310 funds tracked by Wall St. Rank held Xerox as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.