Avitas Wealth Management’s Xylem XYL Stock Holding History

Avitas 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 Q1	–	Sell	-40,100	Closed	-$3.16M	–	180
2019 Q4	$3.16M	Buy	40,100 +268	+0.7%	+$20.9K	0.81%	54
2019 Q3	$3.17M	Buy	39,832 +486	+1%	+$38.2K	0.88%	47
2019 Q2	$3.29M	Sell	39,346 -380	-1%	-$30.3K	0.92%	39
2019 Q1	$3.14M	Buy	+39,726	New	+$2.9M	0.91%	38

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PAMU

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avitas Wealth Management's XYL Position: Q1 2020 in Review

Avitas Wealth Management sold out of Xylem (XYL) in Q1 2020, closing a stake of 40,100 shares — an estimated $3.16M sold.

Avitas Wealth Management first reported a position in XYL in Q1 2019 and held it in 4 quarters. The position peaked at $3.29M in Q2 2019. 673 funds tracked by Wall St. Rank hold XYL as of Q1 2020.

Avitas Wealth Management reported no remaining Xylem position as of Q1 2020 after selling out during the quarter.
Avitas Wealth Management sold 40,100 Xylem shares in Q1 2020, an estimated $3.16M.
Avitas Wealth Management first reported a position in Xylem in Q1 2019 and held it in 4 quarters.
Avitas Wealth Management's Xylem position peaked at $3.29M in Q2 2019.
673 funds tracked by Wall St. Rank held Xylem as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.