Baldwin Wealth Partners’s Xylem XYL Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-60	Closed	-$8.1K	–	1060
2024 Q3	$8.1K	Hold	60	–	–	﹤0.01%	820
2024 Q2	$8.14K	Hold	60	–	–	﹤0.01%	556
2024 Q1	$7.75K	Hold	60	–	–	﹤0.01%	571
2023 Q4	$6.86K	Hold	60	–	–	﹤0.01%	604
2023 Q3	$5.46K	Hold	60	–	–	﹤0.01%	619
2023 Q2	$6.76K	Hold	60	–	–	﹤0.01%	629
2023 Q1	$6.28K	Hold	60	–	–	﹤0.01%	659
2022 Q4	$6.63K	Sell	60 -72	-55%	-$7.55K	﹤0.01%	639
2022 Q3	$12K	Hold	132	–	–	﹤0.01%	503
2022 Q2	$10K	Sell	132 -96,942	-100%	-$8M	﹤0.01%	535
2022 Q1	$8.28M	Sell	97,074 -391	-0.4%	-$37.5K	0.88%	33
2021 Q4	$11.7M	Buy	97,465 +268	+0.3%	+$33.3K	1.17%	28
2021 Q3	$12M	Sell	97,197 -4,295	-4%	-$553K	1.33%	29
2021 Q2	$12.2M	Sell	101,492 -3,201	-3%	-$366K	1.33%	28
2021 Q1	$11M	Buy	104,693 +3,902	+4%	+$396K	1.31%	31
2020 Q4	$10.3M	Buy	100,791 +21,512	+27%	+$2.02M	1.29%	26
2020 Q3	$6.67M	Sell	79,279 -230	-0.3%	-$17.9K	0.91%	34
2020 Q2	$5.17M	Buy	79,509 +1,444	+2%	+$95.3K	0.76%	41
2020 Q1	$5.08M	Buy	78,065 +6,554	+9%	+$516K	0.89%	35
2019 Q4	$5.63M	Buy	71,511 +850	+1%	+$66.2K	0.79%	41
2019 Q3	$5.63M	Buy	70,661 +13,758	+24%	+$1.08M	0.85%	41
2019 Q2	$4.76M	Sell	56,903 -1,731	-3%	-$138K	0.7%	46
2019 Q1	$4.63M	Buy	58,634 +520	+0.9%	+$37.9K	0.69%	47
2018 Q4	$3.88M	Buy	58,114 +6,230	+12%	+$431K	0.65%	45
2018 Q3	$4.14M	Sell	51,884 -655	-1%	-$48.9K	0.58%	50
2018 Q2	$3.54M	Buy	52,539 +8,228	+19%	+$597K	0.55%	52
2018 Q1	$3.41M	Sell	44,311 -816	-2%	-$60.3K	0.55%	53
2017 Q4	$3.08M	Buy	45,127 +1,745	+4%	+$116K	0.48%	53
2017 Q3	$2.72M	Buy	43,382 +3,890	+10%	+$232K	0.44%	54
2017 Q2	$2.19M	Buy	39,492 +6,472	+20%	+$337K	0.35%	54
2017 Q1	$1.66M	Buy	33,020 +17,039	+107%	+$830K	0.27%	62
2016 Q4	$791K	Hold	15,981	–	–	0.14%	92
2016 Q3	$838K	Sell	15,981 -2,080	-12%	-$102K	0.15%	85
2016 Q2	$806K	Sell	18,061 -12,970	-42%	-$564K	0.17%	84
2016 Q1	$1.27M	Buy	+31,031	New	+$1.14M	0.23%	95
2015 Q2	–	Sell	-8,486	Closed	-$297K	–	261
2015 Q1	$297K	Sell	8,486 -65,743	-89%	-$2.32M	0.04%	199
2014 Q4	$2.83M	Sell	74,229 -2,105	-3%	-$77K	0.41%	62
2014 Q3	$2.71M	Buy	76,334 +1,257	+2%	+$46.7K	0.38%	67
2014 Q2	$2.93M	Buy	75,077 +4,000	+6%	+$149K	0.44%	58
2014 Q1	$2.59M	Buy	71,077 +6,050	+9%	+$221K	0.42%	58
2013 Q4	$2.25M	Buy	65,027 +25,750	+66%	+$828K	0.36%	71
2013 Q3	$1.1M	Buy	39,277 +13,018	+50%	+$347K	0.2%	110
2013 Q2	$707K	Buy	+26,259	New	+$725K	0.14%	131

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Baldwin Wealth Partners's XYL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Xylem (XYL) in Q4 2024, closing a stake of 60 shares — an estimated $8.1K sold.

Baldwin Wealth Partners first reported a position in XYL in Q2 2013 and held it in 43 quarters. The position peaked at $12.2M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

Baldwin Wealth Partners reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 60 Xylem shares in Q4 2024, an estimated $8.1K.
Baldwin Wealth Partners first reported a position in Xylem in Q2 2013 and held it in 43 quarters.
Baldwin Wealth Partners's Xylem position peaked at $12.2M in Q2 2021.
1,002 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.