Coppell Advisory Solutions’s Xerox XRX Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-218,597	Closed	-$1.95M	–	1917
2024 Q4	$1.95M	Buy	218,597 +218,488	+200,448%	+$2.02M	0.27%	76
2024 Q3	$1.15K	Hold	109	–	–	﹤0.01%	1554
2024 Q2	$1.27K	Buy	+109	New	+$1.58K	﹤0.01%	1462
2023 Q4	$2K	Hold	109	–	–	﹤0.01%	1294
2023 Q3	$1.59K	Hold	109	–	–	﹤0.01%	889
2023 Q2	$1.62K	Buy	+109	New	+$1.6K	﹤0.01%	1048
2023 Q1	–	Sell	-109	Closed	-$1.59K	–	1116
2022 Q4	$1.59K	Buy	+109	New	+$1.64K	﹤0.01%	890

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Coppell Advisory Solutions's XRX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Xerox (XRX) in Q1 2025, closing a stake of 218,597 shares — an estimated $1.95M sold.

Coppell Advisory Solutions first reported a position in XRX in Q4 2022 and held it in 7 quarters. The position peaked at $1.95M in Q4 2024. 305 funds tracked by Wall St. Rank hold XRX as of Q1 2025.

Coppell Advisory Solutions reported no remaining Xerox position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 218,597 Xerox shares in Q1 2025, an estimated $1.95M.
Coppell Advisory Solutions first reported a position in Xerox in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Xerox position peaked at $1.95M in Q4 2024.
305 funds tracked by Wall St. Rank held Xerox as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.