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Financial Advisors Network’s Xerox XRX Stock Holding History

Financial Advisors Network’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
2021
Q1 		– Sell
-11,061
Closed -$257K – 131
2020
Q4 		$257K Buy
11,061
+123
+1% +$2.6K 0.09% 97
2020
Q3 		$205K Buy
10,938
+88
+0.8% +$1.54K 0.08% 104
2020
Q2 		$166K Sell
10,850
-464
-4% -$8.01K 0.07% 104
2020
Q1 		$214K Buy
+11,314
New +$359K 0.1% 93
2019
Q1 		– Sell
-10,993
Closed -$217K – 118
2018
Q4 		$217K Buy
+10,993
New +$282K 0.14% 89
2018
Q2 		$222K Buy
+9,267
New +$262K 0.13% 82
2017
Q4 		$386K Sell
13,247
-69
-0.5% -$2.1K 0.26% 73
2017
Q3 		$443K Buy
13,316
+1,431
+12% +$45K 0.35% 54
2017
Q2 		$341K Buy
11,885
+178
+2% +$5.03K 0.28% 65
2017
Q1 		$331K Sell
11,707
-5,253
-31% -$152K 0.29% 67
2016
Q4 		$312K Buy
+16,960
New +$422K 0.27% 65

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Financial Advisors Network's XRX Position: Q1 2021 in Review

Financial Advisors Network sold out of Xerox (XRX) in Q1 2021, closing a stake of 11,061 shares — an estimated $257K sold.

Financial Advisors Network first reported a position in XRX in Q4 2016 and held it in 11 quarters. The position peaked at $443K in Q3 2017. 373 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

  • Financial Advisors Network reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
  • Financial Advisors Network sold 11,061 Xerox shares in Q1 2021, an estimated $257K.
  • Financial Advisors Network first reported a position in Xerox in Q4 2016 and held it in 11 quarters.
  • Financial Advisors Network's Xerox position peaked at $443K in Q3 2017.
  • 373 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

Based on Financial Advisors Network's 13F filing for Q1 2021, filed 14 May 2021.