GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Xerox XRX Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-1,000
Closed -$20K – 1140
2021
Q3 		$20K Buy
+1,000
New +$22.7K ﹤0.01% 514

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 $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Gerber Kawasaki Wealth & Investment Management's XRX Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Xerox (XRX) in Q4 2021, closing a stake of 1,000 shares — an estimated $20K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in XRX in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 338 funds tracked by Wall St. Rank hold XRX as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Xerox position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,000 Xerox shares in Q4 2021, an estimated $20K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Xerox in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Xerox position peaked at $20K in Q3 2021.
  • 338 funds tracked by Wall St. Rank held Xerox as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.