CWA
XRX icon

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 – 666
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% 657
2022
Q2 		$0 Hold
3
– – ﹤0.01% 654
2022
Q1 		$0 Sell
3
-30
-91% -$631 ﹤0.01% 705
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 $5.7T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return