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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 – 2787
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 – 573
2016
Q4 		$10K Buy
+529
New +$13.2K ﹤0.01% 484

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $741M AUM 78.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's XRX Position: Q2 2021 in Review

Sowell Financial Services sold out of Xerox (XRX) in Q2 2021, closing a stake of 7,119 shares — an estimated $173K sold.

Sowell Financial Services first reported a position in XRX in Q4 2016 and held it in 8 quarters. The position peaked at $173K in Q1 2021. 339 funds tracked by Wall St. Rank hold XRX as of Q2 2021.

  • Sowell Financial Services reported no remaining Xerox position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 7,119 Xerox shares in Q2 2021, an estimated $173K.
  • Sowell Financial Services first reported a position in Xerox in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Xerox position peaked at $173K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Xerox as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.