Opal Wealth Advisors’s Xerox XRX Stock Holding History

Opal 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	-10	Closed	-$179	–	1273
2024 Q1	$179	Buy	+10	New	+$176	﹤0.01%	345

Other funds holding XRX

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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 $3.37T AUM 44.26% 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

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

Opal Wealth Advisors sold out of Xerox (XRX) in Q2 2024, closing a stake of 10 shares — an estimated $179 sold.

Opal Wealth Advisors first reported a position in XRX in Q1 2024 and held it in 1 quarter. The position peaked at $179 in Q1 2024. 308 funds tracked by Wall St. Rank hold XRX as of Q2 2024.

Opal Wealth Advisors reported no remaining Xerox position as of Q2 2024 after selling out during the quarter.
Opal Wealth Advisors sold 10 Xerox shares in Q2 2024, an estimated $179.
Opal Wealth Advisors first reported a position in Xerox in Q1 2024 and held it in 1 quarter.
Opal Wealth Advisors's Xerox position peaked at $179 in Q1 2024.
308 funds tracked by Wall St. Rank held Xerox as of Q2 2024.

Based on Opal Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.