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Householder Group Estate & Retirement Specialist’s Xerox XRX Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-244
Closed -$2K – 1255
2024
Q3 		$2K Buy
244
+5
+2% +$53 ﹤0.01% 1073
2024
Q2 		$2K Buy
239
+4
+2% +$58 ﹤0.01% 1102
2024
Q1 		$4.21K Buy
235
+3
+1% +$53 ﹤0.01% 957
2023
Q4 		$4K Buy
232
+5
+2% +$74 ﹤0.01% 929
2023
Q3 		$3.57K Buy
+227
New +$3.58K ﹤0.01% 986
2023
Q1 		$3K Buy
221
+4
+2% +$65 ﹤0.01% 1057
2022
Q4 		$3K Buy
217
+4
+2% +$60 ﹤0.01% 304
2022
Q3 		$2K Buy
+213
New +$3.45K ﹤0.01% 994

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XRX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Xerox (XRX) in Q4 2024, closing a stake of 244 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in XRX in Q3 2022 and held it in 8 quarters. The position peaked at $4.21K in Q1 2024. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 244 Xerox shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Xerox in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Xerox position peaked at $4.21K in Q1 2024.
  • 284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.