Regent Peak Wealth Advisors’s Xerox XRX Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-251	Closed	-$6K	–	1030
2020 Q4	$6K	Buy	+251	New	+$5.31K	﹤0.01%	649

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Regent Peak Wealth Advisors's XRX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Xerox (XRX) in Q1 2021, closing a stake of 251 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in XRX in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 373 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 251 Xerox shares in Q1 2021, an estimated $6K.
Regent Peak Wealth Advisors first reported a position in Xerox in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Xerox position peaked at $6K in Q4 2020.
373 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.