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Tradewinds Capital Management’s Xerox XRX Stock Holding History

Tradewinds Capital 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
2024
Q4 		– Sell
-1,155
Closed -$12K – 725
2024
Q3 		$12K Hold
1,155
– – ﹤0.01% 332
2024
Q2 		$13.4K Buy
+1,155
New +$16.8K ﹤0.01% 304
2014
Q2 		– Sell
-220
Closed -$7K – 654
2014
Q1 		$7K Sell
220
-92
-29% -$2.69K 0.01% 435
2013
Q4 		$10K Buy
+312
New +$8.98K 0.01% 378

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tradewinds Capital Management's XRX Position: Q4 2024 in Review

Tradewinds Capital Management sold out of Xerox (XRX) in Q4 2024, closing a stake of 1,155 shares — an estimated $12K sold.

Tradewinds Capital Management first reported a position in XRX in Q4 2013 and held it in 4 quarters. The position peaked at $13.4K in Q2 2024. 284 funds tracked by Wall St. Rank hold XRX as of Q4 2024.

  • Tradewinds Capital Management reported no remaining Xerox position as of Q4 2024 after selling out during the quarter.
  • Tradewinds Capital Management sold 1,155 Xerox shares in Q4 2024, an estimated $12K.
  • Tradewinds Capital Management first reported a position in Xerox in Q4 2013 and held it in 4 quarters.
  • Tradewinds Capital Management's Xerox position peaked at $13.4K in Q2 2024.
  • 284 funds tracked by Wall St. Rank held Xerox as of Q4 2024.

Based on Tradewinds Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.