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Mark Sheptoff Financial Planning’s Xerox XRX Stock Holding History

Mark Sheptoff Financial Planning’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
2023
Q1 		– Sell
-1,600
Closed -$23.4K – 400
2022
Q4 		$23.4K Buy
+1,600
New +$24.1K 0.01% 209
2015
Q3 		– Sell
-35
Closed -$1K – 449
2015
Q2 		$1K Buy
+35
New +$1.08K ﹤0.01% 376
2014
Q2 		– Sell
-38
Closed -$1K – 366
2014
Q1 		$1K Buy
+38
New +$1.11K ﹤0.01% 348

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mark Sheptoff Financial Planning's XRX Position: Q1 2023 in Review

Mark Sheptoff Financial Planning sold out of Xerox (XRX) in Q1 2023, closing a stake of 1,600 shares — an estimated $23.4K sold.

Mark Sheptoff Financial Planning first reported a position in XRX in Q1 2014 and held it in 3 quarters. The position peaked at $23.4K in Q4 2022. 304 funds tracked by Wall St. Rank hold XRX as of Q1 2023.

  • Mark Sheptoff Financial Planning reported no remaining Xerox position as of Q1 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,600 Xerox shares in Q1 2023, an estimated $23.4K.
  • Mark Sheptoff Financial Planning first reported a position in Xerox in Q1 2014 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Xerox position peaked at $23.4K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held Xerox as of Q1 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.