Sutton Wealth Advisors’s Xerox XRX Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-44	Closed	-$642	–	1587
2022 Q4	$642	Hold	44	–	–	﹤0.01%	1442
2022 Q3	$576	Buy	44 +16	+57%	+$259	﹤0.01%	1444
2022 Q2	$416	Buy	+28	New	+$496	﹤0.01%	1496
2022 Q1	–	Sell	-15	Closed	-$340	–	1731
2021 Q4	$340	Buy	+15	New	+$305	﹤0.01%	1587
2020 Q2	–	Sell	-18	Closed	-$341	–	1294
2020 Q1	$341	Hold	18	–	–	﹤0.01%	1159
2019 Q4	$664	Hold	18	–	–	﹤0.01%	1138
2019 Q3	$538	Hold	18	–	–	﹤0.01%	1155
2019 Q2	$637	Hold	18	–	–	﹤0.01%	1131
2019 Q1	$576	Hold	18	–	–	﹤0.01%	1143
2018 Q4	$356	Hold	18	–	–	﹤0.01%	1105
2018 Q3	$486	Hold	18	–	–	﹤0.01%	1088
2018 Q2	$432	Sell	18 -26	-59%	-$735	﹤0.01%	1102
2018 Q1	$1.27K	Hold	44	–	–	﹤0.01%	1030
2017 Q4	$1.28K	Hold	44	–	–	﹤0.01%	993
2017 Q3	$1.47K	Hold	44	–	–	﹤0.01%	977
2017 Q2	$1.26K	Sell	44 -2	-4%	-$57	﹤0.01%	982
2017 Q1	$1.34K	Sell	46 -1	-2%	-$29	﹤0.01%	958
2016 Q4	$1.09K	Hold	47	–	–	﹤0.01%	965
2016 Q3	$1.27K	Hold	47	–	–	﹤0.01%	953
2016 Q2	$1.19K	Hold	47	–	–	﹤0.01%	915
2016 Q1	$1.4K	Buy	+47	New	+$1.21K	﹤0.01%	902

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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 $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sutton Wealth Advisors's XRX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Xerox (XRX) in Q1 2023, closing a stake of 44 shares — an estimated $642 sold.

Sutton Wealth Advisors first reported a position in XRX in Q1 2016 and held it in 21 quarters. The position peaked at $1.47K in Q3 2017. 305 funds tracked by Wall St. Rank hold XRX as of Q1 2023.

Sutton Wealth Advisors reported no remaining Xerox position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 44 Xerox shares in Q1 2023, an estimated $642.
Sutton Wealth Advisors first reported a position in Xerox in Q1 2016 and held it in 21 quarters.
Sutton Wealth Advisors's Xerox position peaked at $1.47K in Q3 2017.
305 funds tracked by Wall St. Rank held Xerox as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.