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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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return