IAG Wealth Partners’s Xerox XRX Stock Holding History

IAG 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
2023 Q4	–	Sell	-5	Closed	-$78	–	471
2023 Q3	$78	Hold	5	–	–	﹤0.01%	443
2023 Q2	$74	Hold	5	–	–	﹤0.01%	446
2023 Q1	$77	Buy	+5	New	+$81	﹤0.01%	445

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IAG Wealth Partners's XRX Position: Q4 2023 in Review

IAG Wealth Partners sold out of Xerox (XRX) in Q4 2023, closing a stake of 5 shares — an estimated $78 sold.

IAG Wealth Partners first reported a position in XRX in Q1 2023 and held it in 3 quarters. The position peaked at $78 in Q3 2023. 311 funds tracked by Wall St. Rank hold XRX as of Q4 2023.

IAG Wealth Partners reported no remaining Xerox position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 5 Xerox shares in Q4 2023, an estimated $78.
IAG Wealth Partners first reported a position in Xerox in Q1 2023 and held it in 3 quarters.
IAG Wealth Partners's Xerox position peaked at $78 in Q3 2023.
311 funds tracked by Wall St. Rank held Xerox as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.