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TFC Financial Management’s Xerox XRX Stock Holding History

TFC Financial Management’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
-58
Closed -$852 – 701
2022
Q4 		$852 Sell
58
-117
-67% -$1.76K ﹤0.01% 472
2022
Q3 		$2K Buy
+175
New +$2.83K ﹤0.01% 434

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TFC Financial Management's XRX Position: Q1 2023 in Review

TFC Financial Management sold out of Xerox (XRX) in Q1 2023, closing a stake of 58 shares — an estimated $852 sold.

TFC Financial Management first reported a position in XRX in Q3 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 304 funds tracked by Wall St. Rank hold XRX as of Q1 2023.

  • TFC Financial Management reported no remaining Xerox position as of Q1 2023 after selling out during the quarter.
  • TFC Financial Management sold 58 Xerox shares in Q1 2023, an estimated $852.
  • TFC Financial Management first reported a position in Xerox in Q3 2022 and held it in 2 quarters.
  • TFC Financial Management's Xerox position peaked at $2K in Q3 2022.
  • 304 funds tracked by Wall St. Rank held Xerox as of Q1 2023.

Based on TFC Financial Management's 13F filing for Q1 2023, filed 8 May 2023.