Ropes Wealth Advisors’s Xerox XRX Stock Holding History

Ropes 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
2020 Q2	–	Sell	-1,733	Closed	-$33K	–	616
2020 Q1	$33K	Hold	1,733	–	–	0.01%	319
2019 Q4	$64K	Hold	1,733	–	–	0.01%	316
2019 Q3	$52K	Hold	1,733	–	–	0.01%	336
2019 Q2	$61K	Hold	1,733	–	–	0.01%	320
2019 Q1	$55K	Hold	1,733	–	–	0.01%	322
2018 Q4	$34K	Hold	1,733	–	–	0.01%	339
2018 Q3	$47K	Hold	1,733	–	–	0.01%	342
2018 Q2	$42K	Hold	1,733	–	–	0.01%	364
2018 Q1	$50K	Hold	1,733	–	–	0.01%	333
2017 Q4	$51K	Hold	1,733	–	–	0.01%	348
2017 Q3	$58K	Sell	1,733 -150	-8%	-$4.72K	0.02%	316
2017 Q2	$54K	Sell	1,883 -2	-0.1%	-$57	0.02%	323
2017 Q1	$55K	Sell	1,885 -2,849	-60%	-$82.2K	0.02%	319
2016 Q4	$109K	Hold	4,734	–	–	0.03%	250
2016 Q3	$126K	Hold	4,734	–	–	0.04%	226
2016 Q2	$118K	Buy	4,734 +4,506	+1,976%	+$119K	0.04%	221
2016 Q1	$7K	Sell	228 -23	-9%	-$593	﹤0.01%	345
2015 Q4	$7K	Sell	251 -14	-5%	-$376	﹤0.01%	355
2015 Q3	$7K	Buy	265 +37	+16%	+$1.03K	﹤0.01%	357
2015 Q2	$6K	Hold	228	–	–	﹤0.01%	272
2015 Q1	$8K	Buy	+228	New	+$8.04K	﹤0.01%	266

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return