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Level Financial Advisors’s Xerox XRX Stock Holding History

Level 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
2024
Q1 		– Sell
-50
Closed -$917 – 276
2023
Q4 		$917 Hold
50
– – ﹤0.01% 255
2023
Q3 		$785 Hold
50
– – ﹤0.01% 268
2023
Q2 		$745 Hold
50
– – ﹤0.01% 266
2023
Q1 		$770 Hold
50
– – ﹤0.01% 228
2022
Q4 		$1K Hold
50
– – ﹤0.01% 271
2022
Q3 		$1K Hold
50
– – ﹤0.01% 240
2022
Q2 		$1K Hold
50
– – ﹤0.01% 292
2022
Q1 		$1K Hold
50
– – ﹤0.01% 226
2021
Q4 		$1K Buy
+50
New +$1.02K ﹤0.01% 262

Other funds holding XRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return