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 $8.26B 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $741M AUM 78.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Reilly Financial Advisors's XRX Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Xerox (XRX) in Q2 2021, closing a stake of 103 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in XRX in Q2 2013 and held it in 7 quarters. The position peaked at $21K in Q2 2015. 339 funds tracked by Wall St. Rank hold XRX as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Xerox position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 103 Xerox shares in Q2 2021, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Xerox in Q2 2013 and held it in 7 quarters.
  • Reilly Financial Advisors's Xerox position peaked at $21K in Q2 2015.
  • 339 funds tracked by Wall St. Rank held Xerox as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.