VWM
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Venturi Wealth Management’s Xerox XRX Stock Holding History

Venturi Wealth 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
Q2 		– Sell
-205
Closed -$3.67K – 1543
2024
Q1 		$3.67K Buy
205
+139
+211% +$2.44K ﹤0.01% 1150
2023
Q4 		$1.21K Hold
66
– – ﹤0.01% 1311
2023
Q3 		$1.04K Buy
+66
New +$1.04K ﹤0.01% 1295
2023
Q2 		– Sell
-66
Closed -$1.02K – 1293
2023
Q1 		$1.02K Buy
+66
New +$1.07K ﹤0.01% 1103
2017
Q2 		– Sell
-3,788
Closed -$106K – 207
2017
Q1 		$106K Buy
+3,788
New +$109K 0.02% 180

Other funds holding XRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return