TFF
XRX icon

The Family Firm’s Xerox XRX Stock Holding History

The Family Firm’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
Q3 		– Sell
-178
Closed -$2.07K – 863
2024
Q2 		$2.07K Buy
+178
New +$2.58K ﹤0.01% 792

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

The Family Firm's XRX Position: Q3 2024 in Review

The Family Firm sold out of Xerox (XRX) in Q3 2024, closing a stake of 178 shares — an estimated $2.07K sold.

The Family Firm first reported a position in XRX in Q2 2024 and held it in 1 quarter. The position peaked at $2.07K in Q2 2024. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

  • The Family Firm reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 178 Xerox shares in Q3 2024, an estimated $2.07K.
  • The Family Firm first reported a position in Xerox in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Xerox position peaked at $2.07K in Q2 2024.
  • 288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.