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Wealthspire Advisors (Maryland)’s Xerox XRX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,049
Closed -$34K – 2137
2019
Q1 		$34K Buy
1,049
+269
+34% +$7.59K ﹤0.01% 1060
2018
Q4 		$15K Buy
780
+191
+32% +$4.9K ﹤0.01% 1332
2018
Q3 		$16K Sell
589
-251
-30% -$6.64K ﹤0.01% 1394
2018
Q2 		$20K Sell
840
-274
-25% -$7.75K ﹤0.01% 1320
2018
Q1 		$32K Sell
1,114
-78
-7% -$2.4K ﹤0.01% 1145
2017
Q4 		$35K Buy
1,192
+413
+53% +$12.5K ﹤0.01% 1151
2017
Q3 		$26K Sell
779
-122
-14% -$3.84K ﹤0.01% 1210
2017
Q2 		$26K Sell
901
-87
-9% -$2.46K ﹤0.01% 1172
2017
Q1 		$29K Sell
988
-335
-25% -$9.67K ﹤0.01% 962
2016
Q4 		$30K Sell
1,323
-140
-10% -$3.49K ﹤0.01% 911
2016
Q3 		$39K Buy
1,463
+164
+13% +$4.24K 0.01% 852
2016
Q2 		$32K Sell
1,299
-21
-2% -$552 0.01% 850
2016
Q1 		$39K Sell
1,320
-677
-34% -$17.5K 0.01% 770
2015
Q4 		$56K Buy
+1,997
New +$53.7K 0.01% 686

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IC
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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return