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McGlone Suttner Wealth Management’s Xerox XRX Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-237
Closed -$4.34K – 791
2023
Q4 		$4.34K Buy
+237
New +$3.5K ﹤0.01% 597

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 $3.37T AUM 44.26% 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

McGlone Suttner Wealth Management's XRX Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Xerox (XRX) in Q1 2024, closing a stake of 237 shares — an estimated $4.34K sold.

McGlone Suttner Wealth Management first reported a position in XRX in Q4 2023 and held it in 1 quarter. The position peaked at $4.34K in Q4 2023. 336 funds tracked by Wall St. Rank hold XRX as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Xerox position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 237 Xerox shares in Q1 2024, an estimated $4.34K.
  • McGlone Suttner Wealth Management first reported a position in Xerox in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Xerox position peaked at $4.34K in Q4 2023.
  • 336 funds tracked by Wall St. Rank held Xerox as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.