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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 – 2093
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

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XRX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Xerox (XRX) in Q2 2019, closing a stake of 1,049 shares — an estimated $34K sold.

Wealthspire Advisors (Maryland) first reported a position in XRX in Q4 2015 and held it in 14 quarters. The position peaked at $56K in Q4 2015. 448 funds tracked by Wall St. Rank hold XRX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Xerox position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,049 Xerox shares in Q2 2019, an estimated $34K.
  • Wealthspire Advisors (Maryland) first reported a position in Xerox in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Xerox position peaked at $56K in Q4 2015.
  • 448 funds tracked by Wall St. Rank held Xerox as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.