WBI Investments’s Xerox XRX Stock Holding History

WBI Investments’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
2014 Q4	–	Sell	-138,518	Closed	-$48K	–	247
2014 Q3	$48K	Buy	+138,518	New	+$4.83M	﹤0.01%	164

Other funds holding XRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WBI Investments's XRX Position: Q2 2024 in Review

WBI Investments sold out of Xerox (XRX) in Q2 2024, closing a stake of 52,000 shares — an estimated $931K sold.

WBI Investments first reported a position in XRX in Q1 2014 and held it in 13 quarters. The position peaked at $22.3M in Q2 2014. 308 funds tracked by Wall St. Rank hold XRX as of Q2 2024.

WBI Investments reported no remaining Xerox position as of Q2 2024 after selling out during the quarter.
WBI Investments sold 52,000 Xerox shares in Q2 2024, an estimated $931K.
WBI Investments first reported a position in Xerox in Q1 2014 and held it in 13 quarters.
WBI Investments's Xerox position peaked at $22.3M in Q2 2014.
308 funds tracked by Wall St. Rank held Xerox as of Q2 2024.

Based on WBI Investments's 13F filing for Q2 2024, filed 30 Jul 2024.