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Wetzel Investment Advisors’s Xerox XRX Stock Holding History

Wetzel Investment Advisors’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
-18
Closed -$322 – 914
2024
Q2 		$322 Hold
18
– – ﹤0.01% 899
2024
Q1 		$291 Sell
18
-250
-93% -$4.39K ﹤0.01% 1006
2023
Q4 		$5K Buy
+268
New +$3.96K ﹤0.01% 702

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wetzel Investment Advisors's XRX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Xerox (XRX) in Q3 2024, closing a stake of 18 shares — an estimated $322 sold.

Wetzel Investment Advisors first reported a position in XRX in Q4 2023 and held it in 3 quarters. The position peaked at $5K in Q4 2023. 288 funds tracked by Wall St. Rank hold XRX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Xerox position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 18 Xerox shares in Q3 2024, an estimated $322.
  • Wetzel Investment Advisors first reported a position in Xerox in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Xerox position peaked at $5K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held Xerox as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.