YorkBridge Wealth Partners’s Xerox XRX Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-300	Closed	-$11K	–	666
2019 Q2	$11K	Hold	300	–	–	﹤0.01%	545
2019 Q1	$10K	Hold	300	–	–	﹤0.01%	598
2018 Q4	$6K	Hold	300	–	–	﹤0.01%	625
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	622
2018 Q2	$7K	Hold	300	–	–	﹤0.01%	666
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	646
2017 Q4	$9K	Hold	300	–	–	﹤0.01%	650
2017 Q3	$10K	Hold	300	–	–	0.01%	641
2017 Q2	$9K	Hold	300	–	–	﹤0.01%	651
2017 Q1	$8K	Sell	300 -155	-34%	-$4.47K	﹤0.01%	648
2016 Q4	$11K	Buy	+455	New	+$11.3K	0.01%	573

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

YorkBridge Wealth Partners's XRX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Xerox (XRX) in Q3 2019, closing a stake of 300 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in XRX in Q4 2016 and held it in 11 quarters. The position peaked at $11K in Q2 2019. 441 funds tracked by Wall St. Rank hold XRX as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Xerox position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 300 Xerox shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in Xerox in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Xerox position peaked at $11K in Q2 2019.
441 funds tracked by Wall St. Rank held Xerox as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.