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 $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return