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Atlas Private Wealth Management’s Xylem XYL Stock Holding History

Atlas Private 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
2020
Q4 		– Sell
-250
Closed -$21K – 420
2020
Q3 		$21K Buy
250
+150
+150% +$11.7K 0.02% 249
2020
Q2 		$6K Hold
100
– – ﹤0.01% 378
2020
Q1 		$7K Hold
100
– – 0.01% 346
2019
Q4 		$8K Buy
+100
New +$7.78K 0.01% 369

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's XYL Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Xylem (XYL) in Q4 2020, closing a stake of 250 shares — an estimated $21K sold.

Atlas Private Wealth Management first reported a position in XYL in Q4 2019 and held it in 4 quarters. The position peaked at $21K in Q3 2020. 732 funds tracked by Wall St. Rank hold XYL as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining Xylem position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 250 Xylem shares in Q4 2020, an estimated $21K.
  • Atlas Private Wealth Management first reported a position in Xylem in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's Xylem position peaked at $21K in Q3 2020.
  • 732 funds tracked by Wall St. Rank held Xylem as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.