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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 – 270
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 $6.73T AUM 46.02% 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 $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Level Financial Advisors's XRX Position: Q1 2024 in Review

Level Financial Advisors sold out of Xerox (XRX) in Q1 2024, closing a stake of 50 shares — an estimated $917 sold.

Level Financial Advisors first reported a position in XRX in Q4 2021 and held it in 9 quarters. The position peaked at $1K in Q4 2022. 336 funds tracked by Wall St. Rank hold XRX as of Q1 2024.

  • Level Financial Advisors reported no remaining Xerox position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 50 Xerox shares in Q1 2024, an estimated $917.
  • Level Financial Advisors first reported a position in Xerox in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Xerox position peaked at $1K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Xerox as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.