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Destination Wealth Management’s Xerox XRX Stock Holding History

Destination Wealth Management’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
2019
Q2 		– Sell
-28
Closed -$1K – 773
2019
Q1 		$1K Buy
+28
New +$790 ﹤0.01% 664
2018
Q4 		– Sell
-75
Closed -$2K – 716
2018
Q3 		$2K Hold
75
– – ﹤0.01% 596
2018
Q2 		$2K Buy
+75
New +$2.12K ﹤0.01% 482

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Destination Wealth Management's XRX Position: Q2 2019 in Review

Destination Wealth Management sold out of Xerox (XRX) in Q2 2019, closing a stake of 28 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in XRX in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 448 funds tracked by Wall St. Rank hold XRX as of Q2 2019.

  • Destination Wealth Management reported no remaining Xerox position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 28 Xerox shares in Q2 2019, an estimated $1K.
  • Destination Wealth Management first reported a position in Xerox in Q2 2018 and held it in 3 quarters.
  • Destination Wealth Management's Xerox position peaked at $2K in Q3 2018.
  • 448 funds tracked by Wall St. Rank held Xerox as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.