Greenwich Wealth Management’s Xerox XRX Stock Holding History

Greenwich Wealth 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
2025 Q4	–	Sell	-10,102	Closed	-$38K	–	302
2025 Q3	$38K	Sell	10,102 -2,990	-23%	-$13.2K	﹤0.01%	276
2025 Q2	$69K	Buy	+13,092	New	+$63.9K	﹤0.01%	249
2025 Q1	–	Sell	-10,525	Closed	-$89K	–	270
2024 Q4	$89K	Buy	+10,525	New	+$97.1K	0.01%	250
2019 Q2	–	Sell	-7,476	Closed	-$239K	–	206
2019 Q1	$239K	Buy	+7,476	New	+$211K	0.04%	161
2017 Q2	–	Sell	-4,554	Closed	-$134K	–	197
2017 Q1	$134K	Buy	+4,554	New	+$131K	0.02%	176
2014 Q2	–	Sell	-5,882	Closed	-$175K	–	164
2014 Q1	$175K	Hold	5,882	–	–	0.01%	154
2013 Q4	$189K	Hold	5,882	–	–	0.02%	162
2013 Q3	$159K	Sell	5,882 -380	-6%	-$9.98K	0.01%	155
2013 Q2	$150K	Buy	+6,262	New	+$146K	0.01%	142

Other funds holding XRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return