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 $8.26B 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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Ropes Wealth Advisors's XRX Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of Xerox (XRX) in Q2 2020, closing a stake of 1,733 shares — an estimated $33K sold.

Ropes Wealth Advisors first reported a position in XRX in Q1 2015 and held it in 21 quarters. The position peaked at $126K in Q3 2016. 412 funds tracked by Wall St. Rank hold XRX as of Q2 2020.

Ropes Wealth Advisors reported no remaining Xerox position as of Q2 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 1,733 Xerox shares in Q2 2020, an estimated $33K.
Ropes Wealth Advisors first reported a position in Xerox in Q1 2015 and held it in 21 quarters.
Ropes Wealth Advisors's Xerox position peaked at $126K in Q3 2016.
412 funds tracked by Wall St. Rank held Xerox as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.