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TFO Wealth Partners’s Xerox XRX Stock Holding History

TFO 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
2024
Q2 		– Sell
-11
Closed -$197 – 769
2024
Q1 		$197 Hold
11
– – ﹤0.01% 491
2023
Q4 		$202 Hold
11
– – ﹤0.01% 643
2023
Q3 		$164 Hold
11
– – ﹤0.01% 896
2023
Q2 		$164 Hold
11
– – ﹤0.01% 564
2023
Q1 		$169 Buy
11
+9
+450% +$145 ﹤0.01% 522
2022
Q4 		$221 Buy
+2
New +$30 ﹤0.01% 615

Other funds holding XRX

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TFO Wealth Partners's XRX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Xerox (XRX) in Q2 2024, closing a stake of 11 shares — an estimated $197 sold.

TFO Wealth Partners first reported a position in XRX in Q4 2022 and held it in 6 quarters. The position peaked at $221 in Q4 2022. 308 funds tracked by Wall St. Rank hold XRX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Xerox position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 Xerox shares in Q2 2024, an estimated $197.
  • TFO Wealth Partners first reported a position in Xerox in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Xerox position peaked at $221 in Q4 2022.
  • 308 funds tracked by Wall St. Rank held Xerox as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.