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JNBA Financial Advisors’s Xerox XRX Stock Holding History

JNBA Financial Advisors’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
2020
Q3 		– Sell
-100
Closed -$2K – 597
2020
Q2 		$2K Hold
100
– – ﹤0.01% 526
2020
Q1 		$2K Hold
100
– – ﹤0.01% 517
2019
Q4 		$4K Hold
100
– – ﹤0.01% 515
2019
Q3 		$3K Sell
100
-100
-50% -$3.13K ﹤0.01% 531
2019
Q2 		$7K Buy
200
+100
+100% +$3.34K ﹤0.01% 482
2019
Q1 		$3K Hold
100
– – ﹤0.01% 494
2018
Q4 		$2K Buy
100
+24
+32% +$616 ﹤0.01% 491
2018
Q3 		$2K Sell
76
-24
-24% -$635 ﹤0.01% 457
2018
Q2 		$2K Hold
100
– – ﹤0.01% 497
2018
Q1 		$3K Hold
100
– – ﹤0.01% 451
2017
Q4 		$3K Buy
+100
New +$3.04K ﹤0.01% 436
2016
Q4 		– Sell
-1,281
Closed -$34K – 1374
2016
Q3 		$34K Buy
+1,281
New +$33.1K 0.01% 646

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JNBA Financial Advisors's XRX Position: Q3 2020 in Review

JNBA Financial Advisors sold out of Xerox (XRX) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in XRX in Q3 2016 and held it in 12 quarters. The position peaked at $34K in Q3 2016. 359 funds tracked by Wall St. Rank hold XRX as of Q3 2020.

  • JNBA Financial Advisors reported no remaining Xerox position as of Q3 2020 after selling out during the quarter.
  • JNBA Financial Advisors sold 100 Xerox shares in Q3 2020, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Xerox in Q3 2016 and held it in 12 quarters.
  • JNBA Financial Advisors's Xerox position peaked at $34K in Q3 2016.
  • 359 funds tracked by Wall St. Rank held Xerox as of Q3 2020.

Based on JNBA Financial Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.