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Frazier Financial Advisors’s Xerox XRX Stock Holding History

Frazier Financial 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
Q2 		– Sell
-220
Closed -$3.94K – 1059
2024
Q1 		$3.94K Buy
220
+120
+120% +$2.11K ﹤0.01% 642
2023
Q4 		$1.83K Buy
+100
New +$1.48K ﹤0.01% 681

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $39.3B AUM 27.96% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Frazier Financial Advisors's XRX Position: Q2 2024 in Review

Frazier Financial Advisors sold out of Xerox (XRX) in Q2 2024, closing a stake of 220 shares — an estimated $3.94K sold.

Frazier Financial Advisors first reported a position in XRX in Q4 2023 and held it in 2 quarters. The position peaked at $3.94K in Q1 2024. 308 funds tracked by Wall St. Rank hold XRX as of Q2 2024.

  • Frazier Financial Advisors reported no remaining Xerox position as of Q2 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 220 Xerox shares in Q2 2024, an estimated $3.94K.
  • Frazier Financial Advisors first reported a position in Xerox in Q4 2023 and held it in 2 quarters.
  • Frazier Financial Advisors's Xerox position peaked at $3.94K in Q1 2024.
  • 308 funds tracked by Wall St. Rank held Xerox as of Q2 2024.

Based on Frazier Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.