Alpha Omega Wealth Management’s Xylem XYL Stock Holding History

Alpha Omega 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 Q1	–	Sell	-2,031	Closed	-$225K	–	214
2022 Q4	$225K	Buy	+2,031	New	+$213K	0.04%	195
2022 Q1	–	Sell	-1,960	Closed	-$224K	–	228
2021 Q4	$224K	Hold	1,960	–	–	0.03%	214
2021 Q3	$242K	Hold	1,960	–	–	0.04%	201
2021 Q2	$235K	Hold	1,960	–	–	0.04%	205
2021 Q1	$206K	Buy	+1,960	New	+$199K	0.04%	212

Other funds holding XYL

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Alpha Omega Wealth Management's XYL Position: Q1 2023 in Review

Alpha Omega Wealth Management sold out of Xylem (XYL) in Q1 2023, closing a stake of 2,031 shares — an estimated $225K sold.

Alpha Omega Wealth Management first reported a position in XYL in Q1 2021 and held it in 5 quarters. The position peaked at $242K in Q3 2021. 837 funds tracked by Wall St. Rank hold XYL as of Q1 2023.

Alpha Omega Wealth Management reported no remaining Xylem position as of Q1 2023 after selling out during the quarter.
Alpha Omega Wealth Management sold 2,031 Xylem shares in Q1 2023, an estimated $225K.
Alpha Omega Wealth Management first reported a position in Xylem in Q1 2021 and held it in 5 quarters.
Alpha Omega Wealth Management's Xylem position peaked at $242K in Q3 2021.
837 funds tracked by Wall St. Rank held Xylem as of Q1 2023.

Based on Alpha Omega Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.