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Next Financial Group’s Xerox XRX Stock Holding History

Next Financial Group’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 		$4K Hold
197
– – ﹤0.01% 2494
2021
Q3 		$4K Buy
197
+150
+319% +$3.4K ﹤0.01% 2340
2021
Q2 		$1K Hold
47
– – ﹤0.01% 2579
2021
Q1 		$1K Hold
47
– – ﹤0.01% 2482
2020
Q4 		$1K Hold
47
– – ﹤0.01% 2318
2020
Q3 		$1K Buy
+47
New +$823 ﹤0.01% 2150
2020
Q2 		– Sell
-567
Closed -$11K – 1914
2020
Q1 		$11K Buy
567
+379
+202% +$12K ﹤0.01% 1512
2019
Q4 		$7K Buy
188
+126
+203% +$4.41K ﹤0.01% 1894
2019
Q3 		$2K Buy
62
+47
+313% +$1.47K ﹤0.01% 2159
2019
Q2 		$1K Sell
15
-100
-87% -$3.34K ﹤0.01% 2262
2019
Q1 		$4K Sell
115
-154
-57% -$4.34K ﹤0.01% 1336
2018
Q4 		$5K Sell
269
-283
-51% -$7.26K ﹤0.01% 1562
2018
Q3 		$15K Buy
+552
New +$14.6K 0.01% 883
2017
Q4 		– Sell
-839
Closed -$28K – 1449
2017
Q3 		$28K Buy
839
+30
+4% +$944 0.01% 878
2017
Q2 		$23K Buy
809
+274
+51% +$7.74K 0.01% 1032
2017
Q1 		$15K Buy
535
+346
+183% +$9.99K ﹤0.01% 1145
2016
Q4 		$4K Sell
189
-32
-14% -$797 ﹤0.01% 2024
2016
Q3 		$6K Buy
221
+147
+199% +$3.8K ﹤0.01% 1879
2016
Q2 		$1K Hold
74
– – ﹤0.01% 1697
2016
Q1 		$2K Sell
74
-48
-39% -$1.24K ﹤0.01% 1572
2015
Q4 		$3K Buy
122
+48
+65% +$1.29K ﹤0.01% 1541
2015
Q3 		$1K Hold
74
– – ﹤0.01% 1763
2015
Q2 		$2K Sell
74
-380
-84% -$11.8K ﹤0.01% 1705
2015
Q1 		$15K Hold
454
– – ﹤0.01% 1114
2014
Q4 		$17K Sell
454
-715
-61% -$25.2K 0.01% 1043
2014
Q3 		$41K Buy
+1,169
New +$40.8K 0.01% 1055

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $544B AUM 28.31% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Next Financial Group's XRX Position: Q4 2021 in Review

Next Financial Group held its Xerox (XRX) position steady in Q4 2021 at 197 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Next Financial Group first reported a position in XRX in Q3 2014 and has held it in 26 quarters since. The position peaked at $41K in Q3 2014. 337 funds tracked by Wall St. Rank hold XRX as of Q4 2021.

  • Next Financial Group held 197 shares of Xerox worth $4K as of Q4 2021.
  • Next Financial Group left its Xerox share count unchanged in Q4 2021.
  • Xerox made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2494 holding.
  • Next Financial Group first reported a position in Xerox in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Xerox position peaked at $41K in Q3 2014.
  • 337 funds tracked by Wall St. Rank held Xerox as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.