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Wipfli Financial Advisors’s Xerox XRX Stock Holding History

Wipfli Financial 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
2022
Q3 		$22K Buy
+1,704
New +$27.6K ﹤0.01% 1542

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's XRX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Xerox (XRX) in Q3 2022: 1,704 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1542 among its holdings.

294 funds tracked by Wall St. Rank hold XRX as of Q3 2022.

  • Wipfli Financial Advisors held 1,704 shares of Xerox worth $22K as of Q3 2022.
  • Xerox was a new Wipfli Financial Advisors position in Q3 2022.
  • Xerox made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1542 holding.
  • 294 funds tracked by Wall St. Rank held Xerox as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.