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Global Financial Private Client’s Xerox XRX Stock Holding History

Global Financial Private Client’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
2020
Q3 		– Sell
-125
Closed -$1.89K – 524
2020
Q2 		$1.89K Hold
125
– – ﹤0.01% 449
2020
Q1 		$2.2K Hold
125
– – ﹤0.01% 439
2019
Q4 		$4.61K Buy
+125
New +$4.37K ﹤0.01% 419

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Global Financial Private Client's XRX Position: Q3 2020 in Review

Global Financial Private Client sold out of Xerox (XRX) in Q3 2020, closing a stake of 125 shares — an estimated $1.89K sold.

Global Financial Private Client first reported a position in XRX in Q4 2019 and held it in 3 quarters. The position peaked at $4.61K in Q4 2019. 359 funds tracked by Wall St. Rank hold XRX as of Q3 2020.

  • Global Financial Private Client reported no remaining Xerox position as of Q3 2020 after selling out during the quarter.
  • Global Financial Private Client sold 125 Xerox shares in Q3 2020, an estimated $1.89K.
  • Global Financial Private Client first reported a position in Xerox in Q4 2019 and held it in 3 quarters.
  • Global Financial Private Client's Xerox position peaked at $4.61K in Q4 2019.
  • 359 funds tracked by Wall St. Rank held Xerox as of Q3 2020.

Based on Global Financial Private Client's 13F filing for Q3 2020, filed 16 May 2024.