Evoke Wealth’s Xerox XRX Stock Holding History

Evoke Wealth’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	-70	Closed	-$1K	–	1146
2020 Q2	$1K	Buy	70 +47	+204%	+$811	﹤0.01%	1049
2020 Q1	$441	Sell	23 -254	-92%	-$8.07K	﹤0.01%	1027
2019 Q4	$10.3K	Buy	277 +58	+26%	+$2.03K	﹤0.01%	737
2019 Q3	$6.61K	Buy	+219	New	+$6.86K	﹤0.01%	930

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 $3.37T AUM 44.26% 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

Evoke Wealth's XRX Position: Q3 2020 in Review

Evoke Wealth sold out of Xerox (XRX) in Q3 2020, closing a stake of 70 shares — an estimated $1K sold.

Evoke Wealth first reported a position in XRX in Q3 2019 and held it in 4 quarters. The position peaked at $10.3K in Q4 2019. 359 funds tracked by Wall St. Rank hold XRX as of Q3 2020.

Evoke Wealth reported no remaining Xerox position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 70 Xerox shares in Q3 2020, an estimated $1K.
Evoke Wealth first reported a position in Xerox in Q3 2019 and held it in 4 quarters.
Evoke Wealth's Xerox position peaked at $10.3K in Q4 2019.
359 funds tracked by Wall St. Rank held Xerox as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.