Altus Wealth Group’s Xylem XYL Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-42	Closed	-$4K	–	783
2020 Q4	$4K	Buy	+42	New	+$3.95K	﹤0.01%	706

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Altus Wealth Group's XYL Position: Q1 2021 in Review

Altus Wealth Group sold out of Xylem (XYL) in Q1 2021, closing a stake of 42 shares — an estimated $4K sold.

Altus Wealth Group first reported a position in XYL in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 748 funds tracked by Wall St. Rank hold XYL as of Q1 2021.

Altus Wealth Group reported no remaining Xylem position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 42 Xylem shares in Q1 2021, an estimated $4K.
Altus Wealth Group first reported a position in Xylem in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Xylem position peaked at $4K in Q4 2020.
748 funds tracked by Wall St. Rank held Xylem as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.