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VisionPoint Advisory Group’s Xerox XRX Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-50
Closed -$581 – 801
2024
Q2 		$581 Hold
50
– – ﹤0.01% 737
2024
Q1 		$895 Hold
50
– – ﹤0.01% 729
2023
Q4 		$917 Hold
50
– – ﹤0.01% 674
2023
Q3 		$785 Hold
50
– – ﹤0.01% 618
2023
Q2 		$745 Buy
+50
New +$732 ﹤0.01% 512

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VisionPoint Advisory Group's XRX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Xerox (XRX) in Q3 2024, closing a stake of 50 shares — an estimated $581 sold.

VisionPoint Advisory Group first reported a position in XRX in Q2 2023 and held it in 5 quarters. The position peaked at $917 in Q4 2023. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 50 Xerox shares in Q3 2024, an estimated $581.
  • VisionPoint Advisory Group first reported a position in Xerox in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Xerox position peaked at $917 in Q4 2023.
  • 288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.