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Freedman Financial Associates’s Xerox XRX Stock Holding History

Freedman Financial Associates’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
Q4 		– Sell
-125
Closed -$3K – 491
2021
Q3 		$3K Hold
125
– – ﹤0.01% 429
2021
Q2 		$3K Sell
125
-500
-80% -$12.1K ﹤0.01% 424
2021
Q1 		$15K Hold
625
– – 0.01% 327
2020
Q4 		$14K Buy
+625
New +$13.2K 0.01% 328

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Freedman Financial Associates's XRX Position: Q4 2021 in Review

Freedman Financial Associates sold out of Xerox (XRX) in Q4 2021, closing a stake of 125 shares — an estimated $3K sold.

Freedman Financial Associates first reported a position in XRX in Q4 2020 and held it in 4 quarters. The position peaked at $15K in Q1 2021. 337 funds tracked by Wall St. Rank hold XRX as of Q4 2021.

  • Freedman Financial Associates reported no remaining Xerox position as of Q4 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 125 Xerox shares in Q4 2021, an estimated $3K.
  • Freedman Financial Associates first reported a position in Xerox in Q4 2020 and held it in 4 quarters.
  • Freedman Financial Associates's Xerox position peaked at $15K in Q1 2021.
  • 337 funds tracked by Wall St. Rank held Xerox as of Q4 2021.

Based on Freedman Financial Associates's 13F filing for Q4 2021, filed 14 Jan 2022.