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TCI Wealth Advisors’s Xerox XRX Stock Holding History

TCI 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
Q2 		– Sell
-452
Closed -$6.96K – 2285
2023
Q1 		$6.96K Buy
452
+87
+24% +$1.41K ﹤0.01% 1306
2022
Q4 		$5.33K Buy
365
+310
+564% +$4.67K ﹤0.01% 1481
2022
Q3 		$1K Sell
55
-1,196
-96% -$19.4K ﹤0.01% 2187
2022
Q2 		$19K Buy
1,251
+344
+38% +$6.1K ﹤0.01% 672
2022
Q1 		$18K Sell
907
-705
-44% -$14.8K ﹤0.01% 752
2021
Q4 		$36K Buy
1,612
+722
+81% +$14.7K 0.01% 488
2021
Q3 		$18K Buy
890
+196
+28% +$4.45K ﹤0.01% 744
2021
Q2 		$16K Hold
694
– – ﹤0.01% 695
2021
Q1 		$17K Hold
694
– – 0.01% 636
2020
Q4 		$16K Hold
694
– – 0.01% 548
2020
Q3 		$13K Hold
694
– – 0.01% 530
2020
Q2 		$11K Buy
694
+650
+1,477% +$11.2K ﹤0.01% 564
2020
Q1 		$1K Sell
44
-769
-95% -$24.4K ﹤0.01% 1378
2019
Q4 		$30K Buy
813
+113
+16% +$3.95K 0.01% 484
2019
Q3 		$21K Hold
700
– – 0.01% 492
2019
Q2 		$25K Hold
700
– – 0.01% 434
2019
Q1 		$22K Hold
700
– – 0.01% 482
2018
Q4 		$14K Buy
700
+509
+266% +$13.1K 0.01% 556
2018
Q3 		$5K Hold
191
– – ﹤0.01% 809
2018
Q2 		$5K Buy
191
+147
+334% +$4.16K ﹤0.01% 793
2018
Q1 		$1K Hold
44
– – ﹤0.01% 1247
2017
Q4 		$1K Buy
+44
New +$1.34K ﹤0.01% 1288
2016
Q4 		– Sell
-111
Closed -$3K – 1462
2016
Q3 		$3K Hold
111
– – ﹤0.01% 901
2016
Q2 		$3K Buy
+111
New +$2.92K ﹤0.01% 867

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

TCI Wealth Advisors's XRX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Xerox (XRX) in Q2 2023, closing a stake of 452 shares — an estimated $6.96K sold.

TCI Wealth Advisors first reported a position in XRX in Q2 2016 and held it in 24 quarters. The position peaked at $36K in Q4 2021. 304 funds tracked by Wall St. Rank hold XRX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Xerox position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 452 Xerox shares in Q2 2023, an estimated $6.96K.
  • TCI Wealth Advisors first reported a position in Xerox in Q2 2016 and held it in 24 quarters.
  • TCI Wealth Advisors's Xerox position peaked at $36K in Q4 2021.
  • 304 funds tracked by Wall St. Rank held Xerox as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.