SFS
XRX icon

Sowell Financial Services’s Xerox XRX Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-7,119
Closed -$173K – 2792
2021
Q1 		$173K Buy
7,119
+2,091
+42% +$50K 0.01% 1127
2020
Q4 		$117K Buy
5,028
+3,555
+241% +$75.2K 0.01% 1087
2020
Q3 		$28K Buy
1,473
+1,299
+747% +$22.8K ﹤0.01% 1416
2020
Q2 		$3K Buy
174
+2
+1% +$35 ﹤0.01% 2085
2020
Q1 		$3K Hold
172
– – ﹤0.01% 2022
2019
Q4 		$6K Sell
172
-51
-23% -$1.78K ﹤0.01% 1874
2019
Q3 		$7K Buy
+223
New +$6.99K ﹤0.01% 1658
2017
Q1 		– Sell
-529
Closed -$10K – 578
2016
Q4 		$10K Buy
+529
New +$13.2K ﹤0.01% 484

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $538M AUM 62.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return