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Provenance Wealth Advisors’s Xerox XRX Stock Holding History

Provenance Wealth 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
2025
Q1 		– Sell
-11,882
Closed -$100K – 585
2024
Q4 		$100K Hold
11,882
– – 0.01% 188
2024
Q3 		$123K Hold
11,882
– – 0.02% 171
2024
Q2 		$138K Hold
11,882
– – 0.02% 155
2024
Q1 		$213K Buy
+11,882
New +$209K 0.03% 143

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Provenance Wealth Advisors's XRX Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Xerox (XRX) in Q1 2025, closing a stake of 11,882 shares — an estimated $100K sold.

Provenance Wealth Advisors first reported a position in XRX in Q1 2024 and held it in 4 quarters. The position peaked at $213K in Q1 2024. 305 funds tracked by Wall St. Rank hold XRX as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Xerox position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 11,882 Xerox shares in Q1 2025, an estimated $100K.
  • Provenance Wealth Advisors first reported a position in Xerox in Q1 2024 and held it in 4 quarters.
  • Provenance Wealth Advisors's Xerox position peaked at $213K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Xerox as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.