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Monograph Wealth Advisors’s Xerox XRX Stock Holding History

Monograph Wealth 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
Q2 		– Sell
-50,023
Closed -$908K – 161
2024
Q1 		$908K Buy
+50,023
New +$879K 0.13% 62

Other funds holding XRX

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Monograph Wealth Advisors's XRX Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Xerox (XRX) in Q2 2024, closing a stake of 50,023 shares — an estimated $908K sold.

Monograph Wealth Advisors first reported a position in XRX in Q1 2024 and held it in 1 quarter. The position peaked at $908K in Q1 2024. 308 funds tracked by Wall St. Rank hold XRX as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Xerox position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 50,023 Xerox shares in Q2 2024, an estimated $908K.
  • Monograph Wealth Advisors first reported a position in Xerox in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Xerox position peaked at $908K in Q1 2024.
  • 308 funds tracked by Wall St. Rank held Xerox as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.