Baker Tilly Wealth Management’s Xylem XYL Stock Holding History

Baker Tilly 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
2024 Q2	–	Sell	-1,829	Closed	-$236K	–	420
2024 Q1	$236K	Sell	1,829 -165	-8%	-$19.9K	0.04%	383
2023 Q4	$228K	Buy	+1,994	New	+$199K	0.04%	428
2023 Q3	–	Sell	-4,859	Closed	-$547K	–	558
2023 Q2	$547K	Sell	4,859 -216	-4%	-$22.8K	0.06%	313
2023 Q1	$531K	Sell	5,075 -61	-1%	-$6.37K	0.06%	316
2022 Q4	$568K	Buy	5,136 +99	+2%	+$10.4K	0.07%	290
2022 Q3	$440K	Buy	5,037 +17	+0.3%	+$1.54K	0.06%	322
2022 Q2	$392K	Sell	5,020 -51	-1%	-$4.21K	0.05%	362
2022 Q1	$432K	Sell	5,071 -1,734	-25%	-$166K	0.05%	373
2021 Q4	$816K	Sell	6,805 -50	-0.7%	-$6.21K	0.09%	250
2021 Q3	$848K	Sell	6,855 -72	-1%	-$9.27K	0.11%	192
2021 Q2	$831K	Sell	6,927 -77	-1%	-$8.79K	0.13%	171
2021 Q1	$737K	Buy	7,004 +3,629	+108%	+$368K	0.15%	173
2020 Q4	$344K	Buy	+3,375	New	+$317K	0.11%	212

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baker Tilly Wealth Management's XYL Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Xylem (XYL) in Q2 2024, closing a stake of 1,829 shares — an estimated $236K sold.

Baker Tilly Wealth Management first reported a position in XYL in Q4 2020 and held it in 13 quarters. The position peaked at $848K in Q3 2021. 1,033 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Xylem position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,829 Xylem shares in Q2 2024, an estimated $236K.
Baker Tilly Wealth Management first reported a position in Xylem in Q4 2020 and held it in 13 quarters.
Baker Tilly Wealth Management's Xylem position peaked at $848K in Q3 2021.
1,033 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.