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Ellevest Inc’s Xerox XRX Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-90
Closed -$1.39K – 1665
2023
Q1 		$1.39K Hold
90
– – ﹤0.01% 1521
2022
Q4 		$1.31K Buy
+90
New +$1.36K ﹤0.01% 1459
2021
Q4 		– Sell
-102
Closed -$2K – 1677
2021
Q3 		$2K Buy
102
+73
+252% +$1.66K ﹤0.01% 1196
2021
Q2 		$1K Hold
29
– – ﹤0.01% 1224
2021
Q1 		$1K Buy
+29
New +$693 ﹤0.01% 1221

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ellevest Inc's XRX Position: Q2 2023 in Review

Ellevest Inc sold out of Xerox (XRX) in Q2 2023, closing a stake of 90 shares — an estimated $1.39K sold.

Ellevest Inc first reported a position in XRX in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q3 2021. 304 funds tracked by Wall St. Rank hold XRX as of Q2 2023.

  • Ellevest Inc reported no remaining Xerox position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 90 Xerox shares in Q2 2023, an estimated $1.39K.
  • Ellevest Inc first reported a position in Xerox in Q1 2021 and held it in 5 quarters.
  • Ellevest Inc's Xerox position peaked at $2K in Q3 2021.
  • 304 funds tracked by Wall St. Rank held Xerox as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.