TRUE Private Wealth Advisors’s Xerox XRX Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-164	Closed	-$3K	–	718
2020 Q4	$3K	Buy	164 +2	+1%	+$42	﹤0.01%	650
2020 Q3	$3K	Buy	162 +2	+1%	+$35	﹤0.01%	611
2020 Q2	$2K	Buy	160 +1	+0.6%	+$17	﹤0.01%	633
2020 Q1	$3K	Buy	159 +1	+0.6%	+$32	﹤0.01%	586
2019 Q4	$5K	Buy	+158	New	+$5.53K	﹤0.01%	682
2019 Q3	–	Sell	-601	Closed	-$21K	–	734
2019 Q2	$21K	Buy	+601	New	+$20.1K	﹤0.01%	455
2018 Q4	–	Sell	-4,975	Closed	-$135K	–	936
2018 Q3	$135K	Buy	+4,975	New	+$132K	0.02%	310
2017 Q2	–	Sell	-4,826	Closed	-$137K	–	161
2017 Q1	$137K	Sell	4,826 -2,500	-34%	-$72.2K	0.03%	141
2016 Q4	$136K	Buy	7,326 +11	+0.2%	+$274	0.03%	143
2016 Q3	$184K	Buy	7,315 +5	+0.1%	+$129	0.06%	140
2016 Q2	$182K	Buy	7,310 +192	+3%	+$5.05K	0.06%	134
2016 Q1	$209K	Buy	+7,118	New	+$184K	0.08%	122

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

TRUE Private Wealth Advisors's XRX Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Xerox (XRX) in Q1 2021, closing a stake of 164 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in XRX in Q1 2016 and held it in 12 quarters. The position peaked at $209K in Q1 2016. 373 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 164 Xerox shares in Q1 2021, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Xerox in Q1 2016 and held it in 12 quarters.
TRUE Private Wealth Advisors's Xerox position peaked at $209K in Q1 2016.
373 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.