SWP
XRX icon

Stratos Wealth Partners’s Xerox XRX Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-783
Closed -$21K – 2541
2018
Q3 		$21K Buy
+783
New +$20.7K ﹤0.01% 1861
2018
Q2 		– Sell
-1,296
Closed -$37K – 2623
2018
Q1 		$37K Buy
1,296
+2
+0.2% +$62 ﹤0.01% 1740
2017
Q4 		$38K Buy
+1,294
New +$39.3K ﹤0.01% 1654
2014
Q4 		– Sell
-46,530
Closed -$1.62M – 529
2014
Q3 		$1.62M Buy
46,530
+15,252
+49% +$532K 0.38% 66
2014
Q2 		$1.03M Buy
+31,278
New +$994K 0.34% 87

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return