Castle Financial & Retirement Planning Associates’s Xerox XRX Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$0	Buy	+20	New	+$406	﹤0.01%	231

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's XRX Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Xerox (XRX) in Q4 2021: 20 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #231 among its holdings.

338 funds tracked by Wall St. Rank hold XRX as of Q4 2021.

Castle Financial & Retirement Planning Associates held 20 shares of Xerox worth $0 as of Q4 2021.
Xerox was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Xerox made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #231 holding.
338 funds tracked by Wall St. Rank held Xerox as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.