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Pathstone Family Office’s Xerox XRX Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-641
Closed -$15K – 1366
2020
Q4 		$15K Buy
+641
New +$13.6K ﹤0.01% 790
2019
Q4 		– Sell
-32
Closed -$1K – 639
2019
Q3 		$1K Buy
+32
New +$1K ﹤0.01% 600
2019
Q2 		– Sell
-32
Closed -$1K – 917
2019
Q1 		$1K Buy
+32
New +$902 ﹤0.01% 867
2017
Q2 		– Sell
-8
Closed – – 656
2017
Q1 		$0 Buy
+8
New +$231 ﹤0.01% 631

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Pathstone Family Office's XRX Position: Q1 2021 in Review

Pathstone Family Office sold out of Xerox (XRX) in Q1 2021, closing a stake of 641 shares — an estimated $15K sold.

Pathstone Family Office first reported a position in XRX in Q1 2017 and held it in 4 quarters. The position peaked at $15K in Q4 2020. 373 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

  • Pathstone Family Office reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 641 Xerox shares in Q1 2021, an estimated $15K.
  • Pathstone Family Office first reported a position in Xerox in Q1 2017 and held it in 4 quarters.
  • Pathstone Family Office's Xerox position peaked at $15K in Q4 2020.
  • 373 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.