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Redwood Wealth Management Group’s Xerox XRX Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-550
Closed -$6.39K – 1122
2024
Q2 		$6.39K Buy
+550
New +$7.98K ﹤0.01% 685

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Redwood Wealth Management Group's XRX Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Xerox (XRX) in Q3 2024, closing a stake of 550 shares — an estimated $6.39K sold.

Redwood Wealth Management Group first reported a position in XRX in Q2 2024 and held it in 1 quarter. The position peaked at $6.39K in Q2 2024. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 550 Xerox shares in Q3 2024, an estimated $6.39K.
  • Redwood Wealth Management Group first reported a position in Xerox in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Xerox position peaked at $6.39K in Q2 2024.
  • 288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.