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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 – 1523
2018
Q2 		$2K Buy
+68
New +$1.92K ﹤0.01% 1222
2016
Q4 		– Sell
-162
Closed -$4K – 1520
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 – 940
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

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Financial Architects (New Jersey)'s XRX Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Xerox (XRX) in Q3 2020, closing a stake of 300 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in XRX in Q3 2013 and held it in 13 quarters. The position peaked at $16K in Q2 2015. 359 funds tracked by Wall St. Rank hold XRX as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Xerox position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 300 Xerox shares in Q3 2020, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in Xerox in Q3 2013 and held it in 13 quarters.
  • Financial Architects (New Jersey)'s Xerox position peaked at $16K in Q2 2015.
  • 359 funds tracked by Wall St. Rank held Xerox as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.