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CSat Investment Advisory’s Xerox XRX Stock Holding History

CSat Investment 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
2021
Q1 		– Sell
-6,810
Closed -$158K – 528
2020
Q4 		$158K Sell
6,810
-1,559
-19% -$33K 0.15% 61
2020
Q3 		$157K Sell
8,369
-73
-0.9% -$1.28K 0.01% 324
2020
Q2 		$129K Buy
8,442
+6,762
+403% +$117K 0.02% 397
2020
Q1 		$32K Sell
1,680
-39
-2% -$1.24K 0.01% 640
2019
Q4 		$63K Sell
1,719
-289
-14% -$10.1K 0.02% 544
2019
Q3 		$60K Buy
2,008
+420
+26% +$13.2K 0.02% 448
2019
Q2 		$56K Buy
1,588
+16
+1% +$534 0.02% 452
2019
Q1 		$50K Sell
1,572
-441
-22% -$12.4K 0.03% 164
2018
Q4 		$40K Buy
2,013
+730
+57% +$18.7K 0.02% 172
2018
Q3 		$35K Buy
1,283
+247
+24% +$6.53K 0.02% 164
2018
Q2 		$25K Buy
+1,036
New +$29.3K 0.01% 184

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

CSat Investment Advisory's XRX Position: Q1 2021 in Review

CSat Investment Advisory sold out of Xerox (XRX) in Q1 2021, closing a stake of 6,810 shares — an estimated $158K sold.

CSat Investment Advisory first reported a position in XRX in Q2 2018 and held it in 11 quarters. The position peaked at $158K in Q4 2020. 373 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

  • CSat Investment Advisory reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
  • CSat Investment Advisory sold 6,810 Xerox shares in Q1 2021, an estimated $158K.
  • CSat Investment Advisory first reported a position in Xerox in Q2 2018 and held it in 11 quarters.
  • CSat Investment Advisory's Xerox position peaked at $158K in Q4 2020.
  • 373 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.