Ownership history in Advisory Services Network, LLC Β· 34 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in XEROX CORP (XRX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC underperformed the S&P 500 by β22.3% annually on this XRX position. Timing score: 44% (12/27 decisions correct). Average cost basis: $15.25. Maximum drawdown during holding period: β85.6%.
β Significantly underperformed the S&P 500 by 22.3% ann.
33 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
12 of 27 add/trim decisions correct
Best entry: $12.66 (2023 Q2) Β· Worst: $24.39 (2019 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
12 adds Β· 16 trims. Bought during 3 of 15 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size