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Plante Moran Financial Advisors’s Xerox XRX Stock Holding History

Plante Moran Financial Advisors’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
-20
Closed – – 1145
2020
Q4 		$0 Buy
+20
New +$423 ﹤0.01% 1009
2019
Q3 		– Sell
-153
Closed -$5K – 924
2019
Q2 		$5K Hold
153
– – ﹤0.01% 657
2019
Q1 		$5K Hold
153
– – ﹤0.01% 645
2018
Q4 		$3K Hold
153
– – ﹤0.01% 676
2018
Q3 		$4K Hold
153
– – ﹤0.01% 623
2018
Q2 		$4K Sell
153
-143
-48% -$4.04K ﹤0.01% 666
2018
Q1 		$9K Buy
296
+153
+107% +$4.71K ﹤0.01% 632
2017
Q4 		$4K Hold
143
– – ﹤0.01% 738
2017
Q3 		$5K Hold
143
– – ﹤0.01% 663
2017
Q2 		$4K Sell
143
-1
-0.7% -$28 ﹤0.01% 704
2017
Q1 		$4K Sell
144
-74
-34% -$2.14K ﹤0.01% 743
2016
Q4 		$5K Sell
218
-69
-24% -$1.72K ﹤0.01% 728
2016
Q3 		$8K Hold
287
– – 0.01% 629
2016
Q2 		$7K Hold
287
– – 0.01% 585
2016
Q1 		$8K Hold
287
– – 0.01% 523
2015
Q4 		$8K Hold
287
– – 0.01% 623
2015
Q3 		$7K Sell
287
-243
-46% -$6.74K 0.01% 543
2015
Q2 		$15K Hold
530
– – 0.01% 466
2015
Q1 		$18K Hold
530
– – 0.01% 423
2014
Q4 		$19K Hold
530
– – 0.01% 412
2014
Q3 		$18K Buy
530
+169
+47% +$5.9K 0.02% 425
2014
Q2 		$12K Buy
361
+287
+388% +$9.12K 0.01% 485
2014
Q1 		$2K Hold
74
– – ﹤0.01% 564
2013
Q4 		$2K Hold
74
– – ﹤0.01% 636
2013
Q3 		$2K Hold
74
– – ﹤0.01% 571
2013
Q2 		$2K Buy
+74
New +$1.73K ﹤0.01% 553

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

Plante Moran Financial Advisors's XRX Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Xerox (XRX) in Q1 2021, closing a stake of 20 shares.

Plante Moran Financial Advisors first reported a position in XRX in Q2 2013 and held it in 26 quarters. The position peaked at $19K in Q4 2014. 373 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 20 Xerox shares in Q1 2021.
  • Plante Moran Financial Advisors first reported a position in Xerox in Q2 2013 and held it in 26 quarters.
  • Plante Moran Financial Advisors's Xerox position peaked at $19K in Q4 2014.
  • 373 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.