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Fusion Family Wealth’s Xerox XRX Stock Holding History

Fusion Family Wealth’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
2019
Q1 		– Sell
-36
Closed -$1K – 246
2018
Q4 		$1K Hold
36
– – ﹤0.01% 251
2018
Q3 		$1K Hold
36
– – ﹤0.01% 266
2018
Q2 		$1K Hold
36
– – ﹤0.01% 289
2018
Q1 		$1K Hold
36
– – ﹤0.01% 271
2017
Q4 		$1K Buy
+36
New +$1.09K ﹤0.01% 280
2017
Q3 		– Sell
-36
Closed -$1K – 304
2017
Q2 		$1K Hold
36
– – ﹤0.01% 276
2017
Q1 		$1K Sell
36
-19
-35% -$548 ﹤0.01% 301
2016
Q4 		$1K Buy
+55
New +$1.37K ﹤0.01% 371

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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fusion Family Wealth's XRX Position: Q1 2019 in Review

Fusion Family Wealth sold out of Xerox (XRX) in Q1 2019, closing a stake of 36 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in XRX in Q4 2016 and held it in 8 quarters. The position peaked at $1K in Q4 2018. 459 funds tracked by Wall St. Rank hold XRX as of Q1 2019.

  • Fusion Family Wealth reported no remaining Xerox position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 36 Xerox shares in Q1 2019, an estimated $1K.
  • Fusion Family Wealth first reported a position in Xerox in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's Xerox position peaked at $1K in Q4 2018.
  • 459 funds tracked by Wall St. Rank held Xerox as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.