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Accel Wealth Management’s Xylem XYL Stock Holding History

Accel Wealth Management’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-429
Closed -$44.9K – 903
2023
Q1 		$44.9K Buy
429
+2
+0.5% +$209 0.02% 507
2022
Q4 		$47.2K Buy
427
+1
+0.2% +$105 0.02% 374
2022
Q3 		$40K Buy
426
+1
+0.2% +$91 0.02% 418
2022
Q2 		$33K Buy
425
+2
+0.5% +$165 0.02% 434
2022
Q1 		$36K Buy
423
+1
+0.2% +$96 0.02% 436
2021
Q4 		$51K Buy
422
+1
+0.2% +$124 0.03% 382
2021
Q3 		$52K Buy
421
+1
+0.2% +$129 0.03% 319
2021
Q2 		$50K Buy
420
+2
+0.5% +$228 0.03% 341
2021
Q1 		$44K Buy
418
+1
+0.2% +$101 0.04% 340
2020
Q4 		$42K Buy
+417
New +$39.2K 0.04% 330

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accel Wealth Management's XYL Position: Q2 2023 in Review

Accel Wealth Management sold out of Xylem (XYL) in Q2 2023, closing a stake of 429 shares — an estimated $44.9K sold.

Accel Wealth Management first reported a position in XYL in Q4 2020 and held it in 10 quarters. The position peaked at $52K in Q3 2021. 908 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

  • Accel Wealth Management reported no remaining Xylem position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 429 Xylem shares in Q2 2023, an estimated $44.9K.
  • Accel Wealth Management first reported a position in Xylem in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Xylem position peaked at $52K in Q3 2021.
  • 908 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.