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SeaCrest Wealth Management’s Xerox XRX Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-2,081
Closed -$31K – 1557
2022
Q2 		$31K Buy
+2,081
New +$36.9K ﹤0.01% 1322
2019
Q2 		– Sell
-1,696
Closed -$54K – 1883
2019
Q1 		$54K Sell
1,696
-19
-1% -$536 0.01% 913
2018
Q4 		$34K Buy
1,715
+11
+0.6% +$282 0.01% 1036
2018
Q3 		$46K Buy
1,704
+167
+11% +$4.42K 0.01% 1042
2018
Q2 		$37K Buy
1,537
+1
+0.1% +$28 0.01% 1111
2018
Q1 		$44K Sell
1,536
-157
-9% -$4.83K 0.01% 1012
2017
Q4 		$49K Buy
+1,693
New +$51.4K 0.01% 976

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SeaCrest Wealth Management's XRX Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Xerox (XRX) in Q3 2022, closing a stake of 2,081 shares — an estimated $31K sold.

SeaCrest Wealth Management first reported a position in XRX in Q4 2017 and held it in 7 quarters. The position peaked at $54K in Q1 2019. 294 funds tracked by Wall St. Rank hold XRX as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Xerox position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,081 Xerox shares in Q3 2022, an estimated $31K.
  • SeaCrest Wealth Management first reported a position in Xerox in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's Xerox position peaked at $54K in Q1 2019.
  • 294 funds tracked by Wall St. Rank held Xerox as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.