Engrave Wealth Partners’s Xerox XRX Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-616	Closed	-$9K	–	427
2020 Q2	$9K	Hold	616	–	–	0.01%	261
2020 Q1	$11K	Hold	616	–	–	0.01%	207
2019 Q4	$22K	Buy	+616	New	+$21.5K	0.02%	210

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Engrave Wealth Partners's XRX Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Xerox (XRX) in Q3 2020, closing a stake of 616 shares — an estimated $9K sold.

Engrave Wealth Partners first reported a position in XRX in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 359 funds tracked by Wall St. Rank hold XRX as of Q3 2020.

Engrave Wealth Partners reported no remaining Xerox position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 616 Xerox shares in Q3 2020, an estimated $9K.
Engrave Wealth Partners first reported a position in Xerox in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's Xerox position peaked at $22K in Q4 2019.
359 funds tracked by Wall St. Rank held Xerox as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.