SteelPeak Wealth’s Xerox XRX Stock Holding History

SteelPeak Wealth’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
2024 Q2	–	Sell	-34,822	Closed	-$632K	–	611
2024 Q1	$632K	Buy	34,822 +8,140	+31%	+$143K	0.03%	273
2023 Q4	$496K	Buy	+26,682	New	+$394K	0.03%	278

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SteelPeak Wealth's XRX Position: Q2 2024 in Review

SteelPeak Wealth sold out of Xerox (XRX) in Q2 2024, closing a stake of 34,822 shares — an estimated $632K sold.

SteelPeak Wealth first reported a position in XRX in Q4 2023 and held it in 2 quarters. The position peaked at $632K in Q1 2024. 308 funds tracked by Wall St. Rank hold XRX as of Q2 2024.

SteelPeak Wealth reported no remaining Xerox position as of Q2 2024 after selling out during the quarter.
SteelPeak Wealth sold 34,822 Xerox shares in Q2 2024, an estimated $632K.
SteelPeak Wealth first reported a position in Xerox in Q4 2023 and held it in 2 quarters.
SteelPeak Wealth's Xerox position peaked at $632K in Q1 2024.
308 funds tracked by Wall St. Rank held Xerox as of Q2 2024.

Based on SteelPeak Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.