PCS
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Personal CFO Solutions’s Xerox XRX Stock Holding History

Personal CFO 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
2021
Q4 		– Sell
-24,651
Closed -$497K – 523
2021
Q3 		$497K Sell
24,651
-447
-2% -$10.1K 0.1% 193
2021
Q2 		$590K Buy
25,098
+1,489
+6% +$36K 0.12% 165
2021
Q1 		$573K Buy
23,609
+842
+4% +$20.1K 0.12% 149
2020
Q4 		$528K Buy
22,767
+9,169
+67% +$194K 0.13% 146
2020
Q3 		$0 Sell
13,598
-423
-3% -$7.41K ﹤0.01% 337
2020
Q2 		$214K Buy
14,021
+1,111
+9% +$19.2K 0.06% 274
2020
Q1 		$245K Sell
12,910
-1,520
-11% -$48.3K 0.09% 201
2019
Q4 		$532K Sell
14,430
-2,761
-16% -$96.5K 0.15% 143
2019
Q3 		$519K Buy
+17,191
New +$539K 0.21% 119

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Personal CFO Solutions's XRX Position: Q4 2021 in Review

Personal CFO Solutions sold out of Xerox (XRX) in Q4 2021, closing a stake of 24,651 shares — an estimated $497K sold.

Personal CFO Solutions first reported a position in XRX in Q3 2019 and held it in 9 quarters. The position peaked at $590K in Q2 2021. 338 funds tracked by Wall St. Rank hold XRX as of Q4 2021.

  • Personal CFO Solutions reported no remaining Xerox position as of Q4 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 24,651 Xerox shares in Q4 2021, an estimated $497K.
  • Personal CFO Solutions first reported a position in Xerox in Q3 2019 and held it in 9 quarters.
  • Personal CFO Solutions's Xerox position peaked at $590K in Q2 2021.
  • 338 funds tracked by Wall St. Rank held Xerox as of Q4 2021.

Based on Personal CFO Solutions's 13F filing for Q4 2021, filed 11 Feb 2022.