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Concord Wealth Partners’s Xerox XRX Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-71
Closed -$1.03K – 1251
2022
Q4 		$1.03K Buy
+71
New +$1.07K ﹤0.01% 1055
2022
Q3 		– Sell
-69
Closed -$1K – 1192
2022
Q2 		$1K Sell
69
-66
-49% -$1.17K ﹤0.01% 1213
2022
Q1 		$3K Buy
135
+1
+0.7% +$21 ﹤0.01% 1047
2021
Q4 		$3K Buy
+134
New +$2.72K ﹤0.01% 1085
2021
Q3 		– Sell
-67
Closed -$2K – 1051
2021
Q2 		$2K Buy
+67
New +$1.62K ﹤0.01% 927

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Concord Wealth Partners's XRX Position: Q1 2023 in Review

Concord Wealth Partners sold out of Xerox (XRX) in Q1 2023, closing a stake of 71 shares — an estimated $1.03K sold.

Concord Wealth Partners first reported a position in XRX in Q2 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 304 funds tracked by Wall St. Rank hold XRX as of Q1 2023.

  • Concord Wealth Partners reported no remaining Xerox position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 71 Xerox shares in Q1 2023, an estimated $1.03K.
  • Concord Wealth Partners first reported a position in Xerox in Q2 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Xerox position peaked at $3K in Q1 2022.
  • 304 funds tracked by Wall St. Rank held Xerox as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.