Catalyst Funds Management’s Xerox XRX Stock Holding History

Catalyst Funds 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
2024 Q3	–	Sell	-600	Closed	-$6.97K	–	1634
2024 Q2	$6.97K	Sell	600 -200	-25%	-$2.9K	﹤0.01%	997
2024 Q1	$14.3K	Buy	+800	New	+$14.1K	﹤0.01%	827

Other funds holding XRX

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Catalyst Funds Management's XRX Position: Q3 2024 in Review

Catalyst Funds Management sold out of Xerox (XRX) in Q3 2024, closing a stake of 600 shares — an estimated $6.97K sold.

Catalyst Funds Management first reported a position in XRX in Q1 2024 and held it in 2 quarters. The position peaked at $14.3K in Q1 2024. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

Catalyst Funds Management reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
Catalyst Funds Management sold 600 Xerox shares in Q3 2024, an estimated $6.97K.
Catalyst Funds Management first reported a position in Xerox in Q1 2024 and held it in 2 quarters.
Catalyst Funds Management's Xerox position peaked at $14.3K in Q1 2024.
288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Catalyst Funds Management's 13F filing for Q3 2024, filed 14 Nov 2024.