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Selective Wealth Management’s Xerox XRX Stock Holding History

Selective 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
Q4 		– Sell
-150
Closed -$2K – 750
2022
Q3 		$2K Hold
150
– – ﹤0.01% 695
2022
Q2 		$2K Hold
150
– – ﹤0.01% 706
2022
Q1 		$3K Hold
150
– – ﹤0.01% 647
2021
Q4 		$3K Hold
150
– – ﹤0.01% 594
2021
Q3 		$3K Hold
150
– – ﹤0.01% 530
2021
Q2 		$4K Buy
+150
New +$3.63K ﹤0.01% 430

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Selective Wealth Management's XRX Position: Q4 2022 in Review

Selective Wealth Management sold out of Xerox (XRX) in Q4 2022, closing a stake of 150 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in XRX in Q2 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 304 funds tracked by Wall St. Rank hold XRX as of Q4 2022.

  • Selective Wealth Management reported no remaining Xerox position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 150 Xerox shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in Xerox in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Xerox position peaked at $4K in Q2 2021.
  • 304 funds tracked by Wall St. Rank held Xerox as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.