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Global Wealth Strategies & Associates’s Xerox XRX Stock Holding History

Global Wealth Strategies & 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
2024
Q3 		– Sell
-1,515
Closed -$17.6K – 377
2024
Q2 		$17.6K Hold
1,515
– – 0.01% 134
2024
Q1 		$27.1K Hold
1,515
– – 0.01% 118
2023
Q4 		$27.8K Hold
1,515
– – 0.01% 104
2023
Q3 		$23.8K Hold
1,515
– – 0.01% 105
2023
Q2 		$22.6K Hold
1,515
– – 0.01% 110
2023
Q1 		$23.3K Hold
1,515
– – 0.01% 100
2022
Q4 		$22.1K Buy
+1,515
New +$22.8K 0.01% 105

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Wealth Strategies & Associates's XRX Position: Q3 2024 in Review

Global Wealth Strategies & Associates sold out of Xerox (XRX) in Q3 2024, closing a stake of 1,515 shares — an estimated $17.6K sold.

Global Wealth Strategies & Associates first reported a position in XRX in Q4 2022 and held it in 7 quarters. The position peaked at $27.8K in Q4 2023. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

  • Global Wealth Strategies & Associates reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1,515 Xerox shares in Q3 2024, an estimated $17.6K.
  • Global Wealth Strategies & Associates first reported a position in Xerox in Q4 2022 and held it in 7 quarters.
  • Global Wealth Strategies & Associates's Xerox position peaked at $27.8K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2024, filed 1 Oct 2024.