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Toth Financial Advisory’s Xerox XRX Stock Holding History

Toth Financial Advisory’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
-300
Closed -$3.49K – 782
2024
Q2 		$3.49K Sell
300
-201
-40% -$2.92K ﹤0.01% 554
2024
Q1 		$8.97K Hold
501
– – ﹤0.01% 469
2023
Q4 		$9.18K Hold
501
– – ﹤0.01% 459
2023
Q3 		$7.86K Hold
501
– – ﹤0.01% 466
2023
Q2 		$7.46K Buy
+501
New +$7.33K ﹤0.01% 506

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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 $3.38T AUM 44.17% 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

Toth Financial Advisory's XRX Position: Q3 2024 in Review

Toth Financial Advisory sold out of Xerox (XRX) in Q3 2024, closing a stake of 300 shares — an estimated $3.49K sold.

Toth Financial Advisory first reported a position in XRX in Q2 2023 and held it in 5 quarters. The position peaked at $9.18K in Q4 2023. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

  • Toth Financial Advisory reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 300 Xerox shares in Q3 2024, an estimated $3.49K.
  • Toth Financial Advisory first reported a position in Xerox in Q2 2023 and held it in 5 quarters.
  • Toth Financial Advisory's Xerox position peaked at $9.18K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.