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Valeo Financial Advisors’s Xerox XRX Stock Holding History

Valeo Financial 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
Q2 		– Sell
-1,398
Closed -$34K – 1865
2021
Q1 		$34K Buy
1,398
+14
+1% +$335 ﹤0.01% 1002
2020
Q4 		$32K Sell
1,384
-375
-21% -$7.93K ﹤0.01% 920
2020
Q3 		$33K Buy
1,759
+348
+25% +$6.09K ﹤0.01% 784
2020
Q2 		$22K Buy
1,411
+27
+2% +$466 ﹤0.01% 1035
2020
Q1 		$27K Hold
1,384
– – ﹤0.01% 800
2019
Q4 		$51K Sell
1,384
-8
-0.6% -$280 0.01% 643
2019
Q3 		$42K Buy
1,392
+8
+0.6% +$251 ﹤0.01% 661
2019
Q2 		$49K Hold
1,384
– – 0.01% 608
2019
Q1 		$44K Hold
1,384
– – 0.01% 596
2018
Q4 		$27K Sell
1,384
-88
-6% -$2.26K ﹤0.01% 629
2018
Q3 		$41K Sell
1,472
-1,500
-50% -$39.7K 0.01% 590
2018
Q2 		$77K Buy
2,972
+1,403
+89% +$39.7K 0.01% 455
2018
Q1 		$45K Buy
+1,569
New +$48.3K 0.01% 510

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $741M AUM 78.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valeo Financial Advisors's XRX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Xerox (XRX) in Q2 2021, closing a stake of 1,398 shares — an estimated $34K sold.

Valeo Financial Advisors first reported a position in XRX in Q1 2018 and held it in 13 quarters. The position peaked at $77K in Q2 2018. 339 funds tracked by Wall St. Rank hold XRX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Xerox position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,398 Xerox shares in Q2 2021, an estimated $34K.
  • Valeo Financial Advisors first reported a position in Xerox in Q1 2018 and held it in 13 quarters.
  • Valeo Financial Advisors's Xerox position peaked at $77K in Q2 2018.
  • 339 funds tracked by Wall St. Rank held Xerox as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.