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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 – 1871
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

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BlackRock
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Dimensional Fund Advisors
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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $538M AUM 62.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return