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Orion Portfolio Solutions’s Xerox XRX Stock Holding History

Orion Portfolio Solutions’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
-885
Closed -$14K – 2092
2020
Q2 		$14K Sell
885
-16
-2% -$276 ﹤0.01% 1088
2020
Q1 		$17K Buy
901
+273
+43% +$8.67K ﹤0.01% 903
2019
Q4 		$23K Buy
+628
New +$22K ﹤0.01% 744

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 $3.38T AUM 44.17% 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

Orion Portfolio Solutions's XRX Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Xerox (XRX) in Q3 2020, closing a stake of 885 shares — an estimated $14K sold.

Orion Portfolio Solutions first reported a position in XRX in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 359 funds tracked by Wall St. Rank hold XRX as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Xerox position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 885 Xerox shares in Q3 2020, an estimated $14K.
  • Orion Portfolio Solutions first reported a position in Xerox in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Xerox position peaked at $23K in Q4 2019.
  • 359 funds tracked by Wall St. Rank held Xerox as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.