RFA
XRX icon

Reilly Financial Advisors’s Xerox XRX Stock Holding History

Reilly 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
Q2 		– Sell
-103
Closed -$2K – 1092
2021
Q1 		$2K Buy
+103
New +$2.46K ﹤0.01% 956
2017
Q3 		– Sell
-182
Closed -$5K – 1024
2017
Q2 		$5K Sell
182
-1
-0.5% -$28 ﹤0.01% 781
2017
Q1 		$5K Sell
183
-94
-34% -$2.71K ﹤0.01% 753
2016
Q4 		$6K Buy
+277
New +$6.9K ﹤0.01% 647
2015
Q3 		– Sell
-764
Closed -$21K – 1401
2015
Q2 		$21K Buy
+764
New +$23.6K ﹤0.01% 671
2013
Q4 		– Sell
-304
Closed -$8K – 867
2013
Q3 		$8K Hold
304
– – ﹤0.01% 517
2013
Q2 		$7K Buy
+304
New +$7.1K ﹤0.01% 563

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $538M AUM 62.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return