Mascoma Wealth Management’s Xerox XRX Stock Holding History

Mascoma 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
2024 Q3	–	Sell	-50	Closed	-$581	–	505
2024 Q2	$581	Hold	50	–	–	﹤0.01%	478
2024 Q1	$895	Hold	50	–	–	﹤0.01%	438
2023 Q4	$917	Hold	50	–	–	﹤0.01%	452
2023 Q3	$785	Hold	50	–	–	﹤0.01%	486
2023 Q2	$785	Hold	50	–	–	﹤0.01%	464
2023 Q1	$784	Hold	50	–	–	﹤0.01%	568
2022 Q4	$730	Sell	50 -291	-85%	-$4.39K	﹤0.01%	593
2022 Q3	$4K	Hold	341	–	–	﹤0.01%	512
2022 Q2	$5K	Hold	341	–	–	﹤0.01%	508
2022 Q1	$7K	Hold	341	–	–	﹤0.01%	483
2021 Q4	$8K	Hold	341	–	–	﹤0.01%	425
2021 Q3	$7K	Buy	+341	New	+$7.74K	﹤0.01%	368
2021 Q2	–	Sell	-341	Closed	-$8K	–	440
2021 Q1	$8K	Buy	+341	New	+$8.15K	﹤0.01%	358
2019 Q3	–	Sell	-341	Closed	-$12K	–	349
2019 Q2	$12K	Hold	341	–	–	0.01%	256
2019 Q1	$11K	Hold	341	–	–	0.01%	264
2018 Q4	$7K	Hold	341	–	–	0.01%	284
2018 Q3	$9K	Hold	341	–	–	0.01%	293
2018 Q2	$8K	Hold	341	–	–	0.01%	290
2018 Q1	$10K	Hold	341	–	–	0.01%	275
2017 Q4	$11K	Buy	341 +175	+105%	+$5.31K	0.01%	258
2017 Q3	$6K	Hold	166	–	–	﹤0.01%	316
2017 Q2	$5K	Hold	166	–	–	﹤0.01%	328
2017 Q1	$5K	Sell	166 -86	-34%	-$2.48K	﹤0.01%	302
2016 Q4	$6K	Buy	+252	New	+$6.28K	﹤0.01%	295

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mascoma Wealth Management's XRX Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Xerox (XRX) in Q3 2024, closing a stake of 50 shares — an estimated $581 sold.

Mascoma Wealth Management first reported a position in XRX in Q4 2016 and held it in 24 quarters. The position peaked at $12K in Q2 2019. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

Mascoma Wealth Management reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 50 Xerox shares in Q3 2024, an estimated $581.
Mascoma Wealth Management first reported a position in Xerox in Q4 2016 and held it in 24 quarters.
Mascoma Wealth Management's Xerox position peaked at $12K in Q2 2019.
288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.