Financial Architects (New Jersey)’s Xerox XRX Stock Holding History

Financial Architects (New Jersey)’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	-300	Closed	-$5K	–	784
2020 Q2	$5K	Hold	300	–	–	﹤0.01%	735
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	695
2019 Q4	$11K	Buy	+300	New	+$10.5K	﹤0.01%	667
2018 Q3	–	Sell	-68	Closed	-$2K	–	1543
2018 Q2	$2K	Buy	+68	New	+$1.92K	﹤0.01%	1222
2016 Q4	–	Sell	-162	Closed	-$4K	–	1525
2016 Q3	$4K	Buy	162 +12	+8%	+$310	﹤0.01%	1210
2016 Q2	$4K	Sell	150 -55	-27%	-$1.45K	﹤0.01%	1180
2016 Q1	$6K	Buy	+205	New	+$5.29K	﹤0.01%	876
2015 Q3	–	Sell	-572	Closed	-$16K	–	957
2015 Q2	$16K	Buy	572 +121	+27%	+$3.74K	0.01%	694
2015 Q1	$15K	Buy	451 +1	+0.2%	+$35	0.01%	640
2014 Q4	$16K	Buy	450 +91	+25%	+$3.21K	0.01%	578
2014 Q3	$13K	Hold	359	–	–	0.01%	545
2014 Q2	$12K	Buy	+359	New	+$11.4K	0.01%	600
2013 Q4	–	Sell	-129	Closed	-$3K	–	581
2013 Q3	$3K	Buy	+129	New	+$3.39K	﹤0.01%	660

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return