HWP
XRX icon

Hefty Wealth Partners’s Xerox XRX Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$2K Hold
76
– – ﹤0.01% 237
2017
Q4 		$2K Hold
76
– – ﹤0.01% 244
2017
Q3 		$3K Hold
76
– – ﹤0.01% 233
2017
Q2 		$2K Sell
76
-1
-1% -$28 ﹤0.01% 232
2017
Q1 		$2K Sell
77
-40
-34% -$1.16K ﹤0.01% 236
2016
Q4 		$2K Hold
117
– – ﹤0.01% 226
2016
Q3 		$3K Hold
117
– – ﹤0.01% 217
2016
Q2 		$2K Hold
117
– – ﹤0.01% 202
2016
Q1 		$3K Hold
117
– – ﹤0.01% 197
2015
Q4 		$3K Buy
+117
New +$3.14K ﹤0.01% 186

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hefty Wealth Partners's XRX Position: Q1 2018 in Review

Hefty Wealth Partners held its Xerox (XRX) position steady in Q1 2018 at 76 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Hefty Wealth Partners first reported a position in XRX in Q4 2015 and has held it in 10 quarters since. The position peaked at $3K in Q3 2017. 492 funds tracked by Wall St. Rank hold XRX as of Q1 2018.

  • Hefty Wealth Partners held 76 shares of Xerox worth $2K as of Q1 2018.
  • Hefty Wealth Partners left its Xerox share count unchanged in Q1 2018.
  • Xerox made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #237 holding.
  • Hefty Wealth Partners first reported a position in Xerox in Q4 2015 and has held it in 10 quarters since.
  • Hefty Wealth Partners's Xerox position peaked at $3K in Q3 2017.
  • 492 funds tracked by Wall St. Rank held Xerox as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.