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Legacy Financial Advisors’s Xerox XRX Stock Holding History

Legacy 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
2019
Q2 		– Sell
-702
Closed -$22K – 927
2019
Q1 		$22K Sell
702
-62
-8% -$1.75K 0.01% 438
2018
Q4 		$15K Buy
764
+595
+352% +$15.3K 0.01% 474
2018
Q3 		$4K Hold
169
– – ﹤0.01% 746
2018
Q2 		$4K Hold
169
– – ﹤0.01% 753
2018
Q1 		$4K Hold
169
– – ﹤0.01% 698
2017
Q4 		$4K Buy
+169
New +$5.13K ﹤0.01% 680

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 $3.37T AUM 44.26% 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

Legacy Financial Advisors's XRX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Xerox (XRX) in Q2 2019, closing a stake of 702 shares — an estimated $22K sold.

Legacy Financial Advisors first reported a position in XRX in Q4 2017 and held it in 6 quarters. The position peaked at $22K in Q1 2019. 448 funds tracked by Wall St. Rank hold XRX as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Xerox position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 702 Xerox shares in Q2 2019, an estimated $22K.
  • Legacy Financial Advisors first reported a position in Xerox in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Xerox position peaked at $22K in Q1 2019.
  • 448 funds tracked by Wall St. Rank held Xerox as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.