Continuum Advisory’s Xerox XRX Stock Holding History

Continuum Advisory’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 Q4	–	Sell	-91	Closed	-$763	–	1970
2024 Q3	$763	Buy	91 +60	+194%	+$642	﹤0.01%	1696
2024 Q2	$360	Sell	31 -36	-54%	-$523	﹤0.01%	1647
2024 Q1	$912	Buy	+67	New	+$1.18K	﹤0.01%	1481

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Continuum Advisory's XRX Position: Q4 2024 in Review

Continuum Advisory sold out of Xerox (XRX) in Q4 2024, closing a stake of 91 shares — an estimated $763 sold.

Continuum Advisory first reported a position in XRX in Q1 2024 and held it in 3 quarters. The position peaked at $912 in Q1 2024. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

Continuum Advisory reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
Continuum Advisory sold 91 Xerox shares in Q4 2024, an estimated $763.
Continuum Advisory first reported a position in Xerox in Q1 2024 and held it in 3 quarters.
Continuum Advisory's Xerox position peaked at $912 in Q1 2024.
284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.