B. Riley Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,274
| Closed | -$294K | – | 1190 |
|
|
2025
Q2 | $294K | Sell |
2,274
-4,815
| -68% | -$583K | 0.01% | 726 |
|
|
2025
Q1 | $847K | Sell |
7,089
-4,755
| -40% | -$589K | 0.03% | 559 |
|
|
2024
Q4 | $1.37M | Sell |
11,844
-31
| -0.3% | -$3.92K | 0.05% | 359 |
|
|
2024
Q3 | $1.6M | Sell |
11,875
-85
| -0.7% | -$11.4K | 0.04% | 378 |
|
|
2024
Q2 | $1.62M | Buy |
11,960
+3,091
| +35% | +$421K | 0.04% | 398 |
|
|
2024
Q1 | $807K | Buy |
8,869
+1,083
| +14% | +$131K | 0.02% | 596 |
|
|
2023
Q4 | $890K | Sell |
7,786
-1,083
| -12% | -$108K | 0.02% | 569 |
|
|
2023
Q3 | $807K | Sell |
8,869
-3,021
| -25% | -$312K | 0.02% | 596 |
|
|
2023
Q2 | $1.34M | Sell |
11,890
-406
| -3% | -$42.9K | 0.03% | 473 |
|
|
2023
Q1 | $1.29M | Sell |
12,296
-974
| -7% | -$102K | 0.03% | 464 |
|
|
2022
Q4 | $1.47M | Buy |
13,270
+2,586
| +24% | +$271K | 0.04% | 425 |
|
|
2022
Q3 | $934K | Buy |
10,684
+1,747
| +20% | +$159K | 0.03% | 525 |
|
|
2022
Q2 | $700K | Buy |
8,937
+1,360
| +18% | +$112K | 0.03% | 524 |
|
|
2022
Q1 | $647K | Sell |
7,577
-869
| -10% | -$83.3K | 0.02% | 626 |
|
|
2021
Q4 | $1.01M | Buy |
8,446
+50
| +0.6% | +$6.21K | 0.03% | 528 |
|
|
2021
Q3 | $1.04M | Buy |
8,396
+97
| +1% | +$12.5K | 0.03% | 509 |
|
|
2021
Q2 | $995K | Buy |
8,299
+313
| +4% | +$35.7K | 0.03% | 506 |
|
|
2021
Q1 | $841K | Buy |
7,986
+5,343
| +202% | +$542K | 0.03% | 530 |
|
|
2020
Q4 | $269K | Buy |
+2,643
| New | +$248K | 0.01% | 820 |
|
|
2020
Q2 | – | Sell |
-5,042
| Closed | -$330K | – | 909 |
|
|
2020
Q1 | $330K | Buy |
5,042
+1,635
| +48% | +$129K | 0.03% | 512 |
|
|
2019
Q4 | $270K | Buy |
3,407
+54
| +2% | +$4.2K | 0.02% | 641 |
|
|
2019
Q3 | $269K | Buy |
3,353
+84
| +3% | +$6.6K | 0.03% | 628 |
|
|
2019
Q2 | $275K | Sell |
3,269
-462
| -12% | -$36.8K | 0.03% | 604 |
|
|
2019
Q1 | $297K | Sell |
3,731
-94
| -2% | -$6.86K | 0.04% | 502 |
|
|
2018
Q4 | $257K | Sell |
3,825
-140
| -4% | -$9.69K | 0.04% | 490 |
|
|
2018
Q3 | $318K | Sell |
3,965
-88
| -2% | -$6.57K | 0.04% | 476 |
|
|
2018
Q2 | $274K | Sell |
4,053
-6,136
| -60% | -$446K | 0.04% | 505 |
|
|
2018
Q1 | $785K | Sell |
10,189
-605
| -6% | -$44.7K | 0.11% | 203 |
|
|
2017
Q4 | $737K | Sell |
10,794
-251
| -2% | -$16.7K | 0.1% | 228 |
|
|
2017
Q3 | $692K | Buy |
11,045
+1,145
| +12% | +$68.4K | 0.12% | 197 |
|
|
2017
Q2 | $550K | Buy |
9,900
+1,122
| +13% | +$58.4K | 0.1% | 236 |
|
|
2017
Q1 | $442K | Buy |
8,778
+48
| +0.5% | +$2.34K | 0.09% | 259 |
|
|
2016
Q4 | $433K | Buy |
8,730
+1,728
| +25% | +$87.6K | 0.09% | 259 |
|
|
2016
Q3 | $368K | Buy |
7,002
+100
| +1% | +$4.9K | 0.07% | 344 |
|
|
2016
Q2 | $309K | Buy |
+6,902
| New | +$300K | 0.06% | 387 |
|
|
2015
Q1 | – | Sell |
-1,555
| Closed | -$59K | – | 2023 |
|
|
2014
Q4 | $59K | Buy |
+1,555
| New | +$56.9K | ﹤0.01% | 2009 |
|
|
2014
Q3 | – | Sell |
-1,034
| Closed | -$40.4K | – | 1924 |
|
|
2014
Q2 | $40.4K | Buy |
+1,034
| New | +$38.6K | 0.01% | 1120 |
|
Other funds holding XYL
B. Riley Wealth Advisors's XYL Position: Q3 2025 in Review
B. Riley Wealth Advisors sold out of Xylem (XYL) in Q3 2025, closing a stake of 2,274 shares — an estimated $294K sold.
B. Riley Wealth Advisors first reported a position in XYL in Q2 2014 and held it in 37 quarters. The position peaked at $1.62M in Q2 2024. 1,085 funds tracked by Wall St. Rank hold XYL as of Q3 2025.
- B. Riley Wealth Advisors reported no remaining Xylem position as of Q3 2025 after selling out during the quarter.
- B. Riley Wealth Advisors sold 2,274 Xylem shares in Q3 2025, an estimated $294K.
- B. Riley Wealth Advisors first reported a position in Xylem in Q2 2014 and held it in 37 quarters.
- B. Riley Wealth Advisors's Xylem position peaked at $1.62M in Q2 2024.
- 1,085 funds tracked by Wall St. Rank held Xylem as of Q3 2025.
Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.