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	–	667
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 $8.55B AUM 29.29% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management

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

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return