WR Wealth Planners’s Xerox XRX Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-19	Closed	-$340	–	1225
2024 Q1	$340	Buy	+19	New	+$334	﹤0.01%	1086

Other funds holding XRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's XRX Position: Q2 2024 in Review

WR Wealth Planners sold out of Xerox (XRX) in Q2 2024, closing a stake of 19 shares — an estimated $340 sold.

WR Wealth Planners first reported a position in XRX in Q1 2024 and held it in 1 quarter. The position peaked at $340 in Q1 2024. 308 funds tracked by Wall St. Rank hold XRX as of Q2 2024.

WR Wealth Planners reported no remaining Xerox position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 19 Xerox shares in Q2 2024, an estimated $340.
WR Wealth Planners first reported a position in Xerox in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's Xerox position peaked at $340 in Q1 2024.
308 funds tracked by Wall St. Rank held Xerox as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.