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Clearview Wealth Advisors’s Xerox XRX Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-3
Closed -$45 – 663
2023
Q2 		$45 Hold
3
– – ﹤0.01% 681
2023
Q1 		$46 Hold
3
– – ﹤0.01% 667
2022
Q4 		$44 Hold
3
– – ﹤0.01% 616
2022
Q3 		$0 Hold
3
– – ﹤0.01% 648
2022
Q2 		$0 Hold
3
– – ﹤0.01% 654
2022
Q1 		$0 Sell
3
-30
-91% -$631 ﹤0.01% 704
2021
Q4 		$1K Hold
33
– – ﹤0.01% 672
2021
Q3 		$1K Hold
33
– – ﹤0.01% 637
2021
Q2 		$1K Hold
33
– – ﹤0.01% 630
2021
Q1 		$1K Hold
33
– – ﹤0.01% 596
2020
Q4 		$1K Buy
+33
New +$698 ﹤0.01% 557

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearview Wealth Advisors's XRX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Xerox (XRX) in Q3 2023, closing a stake of 3 shares — an estimated $45 sold.

Clearview Wealth Advisors first reported a position in XRX in Q4 2020 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 298 funds tracked by Wall St. Rank hold XRX as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Xerox position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 3 Xerox shares in Q3 2023, an estimated $45.
  • Clearview Wealth Advisors first reported a position in Xerox in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Xerox position peaked at $1K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Xerox as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.