Edge Wealth Management’s Xerox XRX Stock Holding History

Edge 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
2020 Q4	–	Sell	-750	Closed	-$14K	–	462
2020 Q3	$14K	Hold	750	–	–	﹤0.01%	300
2020 Q2	$11K	Hold	750	–	–	﹤0.01%	459
2020 Q1	$14K	Hold	750	–	–	﹤0.01%	364
2019 Q4	$28K	Hold	750	–	–	0.01%	305
2019 Q3	$22K	Hold	750	–	–	0.01%	325
2019 Q2	$27K	Hold	750	–	–	0.01%	313
2019 Q1	$24K	Hold	750	–	–	0.01%	316
2018 Q4	$15K	Hold	750	–	–	﹤0.01%	363
2018 Q3	$20K	Sell	750 -500	-40%	-$13.2K	﹤0.01%	372
2018 Q2	$30K	Hold	1,250	–	–	0.01%	303
2018 Q1	$36K	Hold	1,250	–	–	0.01%	256
2017 Q4	$36K	Hold	1,250	–	–	0.01%	255
2017 Q3	$42K	Hold	1,250	–	–	0.01%	236
2017 Q2	$36K	Hold	1,250	–	–	0.01%	244
2017 Q1	$37K	Sell	1,250 -648	-34%	-$18.7K	0.01%	230
2016 Q4	$44K	Hold	1,898	–	–	0.02%	202
2016 Q3	$51K	Hold	1,898	–	–	0.02%	180
2016 Q2	$47K	Hold	1,898	–	–	0.02%	180
2016 Q1	$56K	Hold	1,898	–	–	0.03%	164
2015 Q4	$53K	Sell	1,898 -68,601	-97%	-$1.84M	0.02%	181
2015 Q3	$1.77M	Sell	70,499 -12,994	-16%	-$360K	0.67%	38
2015 Q2	$2.35M	Buy	83,493 +10,957	+15%	+$339K	0.8%	36
2015 Q1	$2.48M	Sell	72,536 -13,098	-15%	-$462K	0.83%	34
2014 Q4	$3.14M	Buy	85,634 +8,024	+10%	+$283K	1.15%	23
2014 Q3	$2.71M	Sell	77,610 -27,004	-26%	-$942K	1.04%	23
2014 Q2	$3.44M	Buy	104,614 +56,988	+120%	+$1.81M	1.43%	21
2014 Q1	$1.42M	Buy	+47,626	New	+$1.4M	0.59%	31

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Edge Wealth Management's XRX Position: Q4 2020 in Review

Edge Wealth Management sold out of Xerox (XRX) in Q4 2020, closing a stake of 750 shares — an estimated $14K sold.

Edge Wealth Management first reported a position in XRX in Q1 2014 and held it in 27 quarters. The position peaked at $3.44M in Q2 2014. 407 funds tracked by Wall St. Rank hold XRX as of Q4 2020.

Edge Wealth Management reported no remaining Xerox position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 750 Xerox shares in Q4 2020, an estimated $14K.
Edge Wealth Management first reported a position in Xerox in Q1 2014 and held it in 27 quarters.
Edge Wealth Management's Xerox position peaked at $3.44M in Q2 2014.
407 funds tracked by Wall St. Rank held Xerox as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.