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Liberty Wealth Management’s Xerox XRX Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-74
Closed -$1K – 1132
2021
Q3 		$1K Hold
74
– – ﹤0.01% 1151
2021
Q2 		$2K Hold
74
– – ﹤0.01% 953
2021
Q1 		$1K Hold
74
– – ﹤0.01% 911
2020
Q4 		$1K Hold
74
– – ﹤0.01% 917
2020
Q3 		$1K Hold
74
– – ﹤0.01% 839
2020
Q2 		$1K Hold
74
– – ﹤0.01% 830
2020
Q1 		$1K Hold
74
– – ﹤0.01% 855
2019
Q4 		$3K Hold
74
– – ﹤0.01% 748
2019
Q3 		$2K Buy
74
+49
+196% +$1.53K ﹤0.01% 760
2019
Q2 		$1K Hold
25
– – ﹤0.01% 873
2019
Q1 		$0 Sell
25
-327
-93% -$9.22K ﹤0.01% 861
2018
Q4 		$6K Buy
+352
New +$9.03K ﹤0.01% 528

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
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Liberty Wealth Management's XRX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Xerox (XRX) in Q4 2021, closing a stake of 74 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in XRX in Q4 2018 and held it in 12 quarters. The position peaked at $6K in Q4 2018. 338 funds tracked by Wall St. Rank hold XRX as of Q4 2021.

  • Liberty Wealth Management reported no remaining Xerox position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 74 Xerox shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Xerox in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Xerox position peaked at $6K in Q4 2018.
  • 338 funds tracked by Wall St. Rank held Xerox as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.