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Personal Wealth Partners’s Xerox XRX Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-41
Closed -$1K – 413
2021
Q2 		$1K Buy
+41
New +$991 ﹤0.01% 425
2020
Q1 		– Sell
-34
Closed -$1K – 644
2019
Q4 		$1K Hold
34
– – ﹤0.01% 486
2019
Q3 		$1K Buy
+34
New +$1.06K ﹤0.01% 499

Other funds holding XRX

IC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Personal Wealth Partners's XRX Position: Q3 2021 in Review

Personal Wealth Partners sold out of Xerox (XRX) in Q3 2021, closing a stake of 41 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in XRX in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 339 funds tracked by Wall St. Rank hold XRX as of Q3 2021.

  • Personal Wealth Partners reported no remaining Xerox position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 41 Xerox shares in Q3 2021, an estimated $1K.
  • Personal Wealth Partners first reported a position in Xerox in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Xerox position peaked at $1K in Q2 2021.
  • 339 funds tracked by Wall St. Rank held Xerox as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.