JFA
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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 $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return