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JP Morgan Private Wealth Advisors’s Xerox XRX Stock Holding History

JP Morgan Private Wealth 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
2019
Q2 		– Sell
-14,621
Closed -$468K – 1468
2019
Q1 		$468K Sell
14,621
-90
-0.6% -$2.54K ﹤0.01% 1064
2018
Q4 		$291K Buy
14,711
+49
+0.3% +$1.26K ﹤0.01% 1182
2018
Q3 		$396K Sell
14,662
-88
-0.6% -$2.33K ﹤0.01% 1171
2018
Q2 		$354K Sell
14,750
-13,321
-47% -$377K ﹤0.01% 1144
2018
Q1 		$808K Buy
28,071
+11,712
+72% +$360K 0.01% 704
2017
Q4 		$477K Buy
16,359
+2,037
+14% +$61.9K ﹤0.01% 883
2017
Q3 		$477K Buy
14,322
+9
+0.1% +$283 ﹤0.01% 867
2017
Q2 		$411K Sell
14,313
-547
-4% -$15.5K ﹤0.01% 897
2017
Q1 		$437K Sell
14,860
-8,046
-35% -$232K ﹤0.01% 909
2016
Q4 		$527K Buy
+22,906
New +$570K ﹤0.01% 784
2016
Q3 		– Sell
-32,818
Closed -$821K – 1281
2016
Q2 		$821K Buy
+32,818
New +$863K 0.01% 644
2016
Q1 		– Sell
-49,279
Closed -$1.38M – 1305
2015
Q4 		$1.38M Buy
49,279
+857
+2% +$23K 0.01% 453
2015
Q3 		$1.24M Sell
48,422
-2,798
-5% -$77.6K 0.02% 426
2015
Q2 		$1.44M Buy
51,220
+600
+1% +$18.6K 0.02% 428
2015
Q1 		$1.71M Sell
50,620
-670
-1% -$23.6K 0.02% 408
2014
Q4 		$1.87M Sell
51,290
-28,586
-36% -$1.01M 0.02% 392
2014
Q3 		$2.78M Buy
79,876
+25,843
+48% +$902K 0.04% 321
2014
Q2 		$1.77M Buy
54,033
+4,882
+10% +$155K 0.03% 311
2014
Q1 		$1.46M Buy
49,151
+44,188
+890% +$1.29M 0.03% 335
2013
Q4 		$159K Buy
4,963
+122
+3% +$3.51K ﹤0.01% 631
2013
Q3 		$131K Buy
+4,841
New +$127K ﹤0.01% 615

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XRX Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Xerox (XRX) in Q2 2019, closing a stake of 14,621 shares — an estimated $468K sold.

JP Morgan Private Wealth Advisors first reported a position in XRX in Q3 2013 and held it in 21 quarters. The position peaked at $2.78M in Q3 2014. 448 funds tracked by Wall St. Rank hold XRX as of Q2 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Xerox position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 14,621 Xerox shares in Q2 2019, an estimated $468K.
  • JP Morgan Private Wealth Advisors first reported a position in Xerox in Q3 2013 and held it in 21 quarters.
  • JP Morgan Private Wealth Advisors's Xerox position peaked at $2.78M in Q3 2014.
  • 448 funds tracked by Wall St. Rank held Xerox as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.