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TCWP’s Xerox XRX Stock Holding History

TCWP’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
2022
Q2 		– Sell
-133
Closed -$2K – 1789
2022
Q1 		$2K Buy
+133
New +$2.8K ﹤0.01% 1405

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's XRX Position: Q2 2022 in Review

TCWP sold out of Xerox (XRX) in Q2 2022, closing a stake of 133 shares — an estimated $2K sold.

TCWP first reported a position in XRX in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 310 funds tracked by Wall St. Rank hold XRX as of Q2 2022.

  • TCWP reported no remaining Xerox position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 133 Xerox shares in Q2 2022, an estimated $2K.
  • TCWP first reported a position in Xerox in Q1 2022 and held it in 1 quarter.
  • TCWP's Xerox position peaked at $2K in Q1 2022.
  • 310 funds tracked by Wall St. Rank held Xerox as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.