LWA
XRX icon

Lenox Wealth Advisors’s Xerox XRX Stock Holding History

Lenox 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
2020
Q1 		– Sell
-2
Closed – – 953
2019
Q4 		$0 Buy
+2
New +$70 ﹤0.01% 834
2016
Q1 		– Sell
-114
Closed -$3K – 422
2015
Q4 		$3K Hold
114
– – ﹤0.01% 297
2015
Q3 		$3K Hold
114
– – ﹤0.01% 322
2015
Q2 		$3K Hold
114
– – ﹤0.01% 255
2015
Q1 		$4K Hold
114
– – ﹤0.01% 266
2014
Q4 		$4K Buy
+114
New +$4.02K ﹤0.01% 271

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

Lenox Wealth Advisors's XRX Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Xerox (XRX) in Q1 2020, closing a stake of 2 shares.

Lenox Wealth Advisors first reported a position in XRX in Q4 2014 and held it in 6 quarters. The position peaked at $4K in Q1 2015. 465 funds tracked by Wall St. Rank hold XRX as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Xerox position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2 Xerox shares in Q1 2020.
  • Lenox Wealth Advisors first reported a position in Xerox in Q4 2014 and held it in 6 quarters.
  • Lenox Wealth Advisors's Xerox position peaked at $4K in Q1 2015.
  • 465 funds tracked by Wall St. Rank held Xerox as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.