Amplius Wealth Advisors’s Xylem XYL Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-116	Closed	-$13K	–	939
2021 Q4	$13K	Buy	+116	New	+$14.4K	﹤0.01%	558

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

PAMS

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Amplius Wealth Advisors's XYL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Xylem (XYL) in Q1 2022, closing a stake of 116 shares — an estimated $13K sold.

Amplius Wealth Advisors first reported a position in XYL in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 759 funds tracked by Wall St. Rank hold XYL as of Q1 2022.

Amplius Wealth Advisors reported no remaining Xylem position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 116 Xylem shares in Q1 2022, an estimated $13K.
Amplius Wealth Advisors first reported a position in Xylem in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Xylem position peaked at $13K in Q4 2021.
759 funds tracked by Wall St. Rank held Xylem as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.