WealthPLAN Partners’s Xerox XRX Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-95	Closed	-$1.42K	–	1204
2023 Q2	$1.42K	Buy	+95	New	+$1.39K	﹤0.01%	1111

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

WealthPLAN Partners's XRX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Xerox (XRX) in Q3 2023, closing a stake of 95 shares — an estimated $1.42K sold.

WealthPLAN Partners first reported a position in XRX in Q2 2023 and held it in 1 quarter. The position peaked at $1.42K in Q2 2023. 298 funds tracked by Wall St. Rank hold XRX as of Q3 2023.

WealthPLAN Partners reported no remaining Xerox position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 95 Xerox shares in Q3 2023, an estimated $1.42K.
WealthPLAN Partners first reported a position in Xerox in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Xerox position peaked at $1.42K in Q2 2023.
298 funds tracked by Wall St. Rank held Xerox as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.