Fortis Advisors’s Xerox XRX Stock Holding History

Fortis 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
2021 Q1	–	Sell	-1,955	Closed	-$45K	–	268
2020 Q4	$45K	Hold	1,955	–	–	0.04%	116
2020 Q3	$37K	Sell	1,955 -122	-6%	-$2.14K	0.03%	114
2020 Q2	$32K	Sell	2,077 -5,423	-72%	-$93.6K	0.03%	132
2020 Q1	$142K	Buy	+7,500	New	+$238K	0.1%	115

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Fortis Advisors's XRX Position: Q1 2021 in Review

Fortis Advisors sold out of Xerox (XRX) in Q1 2021, closing a stake of 1,955 shares — an estimated $45K sold.

Fortis Advisors first reported a position in XRX in Q1 2020 and held it in 4 quarters. The position peaked at $142K in Q1 2020. 373 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

Fortis Advisors reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
Fortis Advisors sold 1,955 Xerox shares in Q1 2021, an estimated $45K.
Fortis Advisors first reported a position in Xerox in Q1 2020 and held it in 4 quarters.
Fortis Advisors's Xerox position peaked at $142K in Q1 2020.
373 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

Based on Fortis Advisors's 13F filing for Q1 2021, filed 13 May 2021.