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Financial Synergies Wealth Advisors’s Xerox XRX Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q1 		– Sell
-64
Closed -$935 – 563
2023
Q4 		$935 Buy
+64
New +$946 ﹤0.01% 336
2023
Q2 		– Sell
-64
Closed -$986 – 542
2023
Q1 		$986 Hold
64
– – ﹤0.01% 376
2022
Q4 		$935 Buy
+64
New +$965 ﹤0.01% 336

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Synergies Wealth Advisors's XRX Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Xerox (XRX) in Q1 2024, closing a stake of 64 shares — an estimated $935 sold.

Financial Synergies Wealth Advisors first reported a position in XRX in Q4 2022 and held it in 3 quarters. The position peaked at $986 in Q1 2023. 335 funds tracked by Wall St. Rank hold XRX as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Xerox position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 64 Xerox shares in Q1 2024, an estimated $935.
  • Financial Synergies Wealth Advisors first reported a position in Xerox in Q4 2022 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Xerox position peaked at $986 in Q1 2023.
  • 335 funds tracked by Wall St. Rank held Xerox as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.