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SWM
SeaCrest Wealth Management’s
Xerox
XRX
Stock Holding History
SeaCrest Wealth Management’s Portfolio
XRX Stock Details
XRX Fund Activity
Bought
Maintained
Sold
Shares
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
–
1886
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
$8.55B AUM
29.29%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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
Jacobs Levy Equity Management
Florham Park, New Jersey
$23.8B AUM
25.4%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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