OWA
XRX icon

One Wealth Advisors’s Xerox XRX Stock Holding History

One 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
2020
Q3 		– Sell
-17,513
Closed -$268K – 104
2020
Q2 		$268K Sell
17,513
-2,147
-11% -$37K 0.21% 58
2020
Q1 		$372K Buy
19,660
+1,976
+11% +$62.8K 0.37% 35
2019
Q4 		$652K Buy
17,684
+6,195
+54% +$217K 0.48% 24
2019
Q3 		$344K Buy
11,489
+2,882
+33% +$90.3K 0.3% 51
2019
Q2 		$305K Buy
+8,607
New +$287K 0.25% 68

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

One Wealth Advisors's XRX Position: Q3 2020 in Review

One Wealth Advisors sold out of Xerox (XRX) in Q3 2020, closing a stake of 17,513 shares — an estimated $268K sold.

One Wealth Advisors first reported a position in XRX in Q2 2019 and held it in 5 quarters. The position peaked at $652K in Q4 2019. 359 funds tracked by Wall St. Rank hold XRX as of Q3 2020.

  • One Wealth Advisors reported no remaining Xerox position as of Q3 2020 after selling out during the quarter.
  • One Wealth Advisors sold 17,513 Xerox shares in Q3 2020, an estimated $268K.
  • One Wealth Advisors first reported a position in Xerox in Q2 2019 and held it in 5 quarters.
  • One Wealth Advisors's Xerox position peaked at $652K in Q4 2019.
  • 359 funds tracked by Wall St. Rank held Xerox as of Q3 2020.

Based on One Wealth Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.