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Avior Wealth Management’s Xylem XYL Stock Holding History

Avior 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
2025
Q1 		– Sell
-50
Closed -$5.8K – 2381
2024
Q4 		$5.8K Sell
50
-6
-11% -$759 ﹤0.01% 1807
2024
Q3 		$7.56K Buy
56
+10
+22% +$1.34K ﹤0.01% 1639
2024
Q2 		$6.24K Sell
46
-550
-92% -$74.8K ﹤0.01% 1661
2024
Q1 		$77K Buy
596
+590
+9,833% +$71.3K ﹤0.01% 1061
2023
Q4 		$686 Hold
6
– – ﹤0.01% 1405
2023
Q3 		$546 Hold
6
– – ﹤0.01% 1486
2023
Q2 		$675 Buy
+6
New +$635 ﹤0.01% 1439

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Avior Wealth Management's XYL Position: Q1 2025 in Review

Avior Wealth Management sold out of Xylem (XYL) in Q1 2025, closing a stake of 50 shares — an estimated $5.8K sold.

Avior Wealth Management first reported a position in XYL in Q2 2023 and held it in 7 quarters. The position peaked at $77K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

  • Avior Wealth Management reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 50 Xylem shares in Q1 2025, an estimated $5.8K.
  • Avior Wealth Management first reported a position in Xylem in Q2 2023 and held it in 7 quarters.
  • Avior Wealth Management's Xylem position peaked at $77K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.