BDO Wealth Advisors’s Xylem XYL Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$58.8K	Buy	522 +1	+0.2%	+$106	0.01%	407
2023 Q1	$54.5K	Buy	521 +2	+0.4%	+$209	0.01%	411
2022 Q4	$57.4K	Buy	519 +1	+0.2%	+$105	0.01%	396
2022 Q3	$45K	Buy	518 +2	+0.4%	+$182	0.01%	422
2022 Q2	$40K	Buy	516 +2	+0.4%	+$165	﹤0.01%	443
2022 Q1	$44K	Buy	514 +2	+0.4%	+$192	﹤0.01%	457
2021 Q4	$61K	Buy	512 +1	+0.2%	+$124	0.01%	420
2021 Q3	$63K	Buy	511 +1	+0.2%	+$129	0.01%	412
2021 Q2	$61K	Buy	510 +2	+0.4%	+$228	0.01%	437
2021 Q1	$53K	Buy	508 +1	+0.2%	+$101	0.01%	450
2020 Q4	$52K	Buy	507 +1	+0.2%	+$94	0.01%	353
2020 Q3	$43K	Buy	506 +2	+0.4%	+$156	0.01%	351
2020 Q2	$33K	Buy	504 +2	+0.4%	+$132	0.01%	368
2020 Q1	$33K	Buy	502 +2	+0.4%	+$158	0.01%	379
2019 Q4	$39K	Hold	500	–	–	0.01%	323
2019 Q3	$40K	Hold	500	–	–	0.01%	341
2019 Q2	$42K	Hold	500	–	–	0.01%	325
2019 Q1	$40K	Hold	500	–	–	0.01%	307
2018 Q4	$33K	Hold	500	–	–	0.01%	296
2018 Q3	$40K	Hold	500	–	–	0.01%	314
2018 Q2	$34K	Hold	500	–	–	0.01%	334
2018 Q1	$38K	Buy	+500	New	+$37K	0.01%	274
2017 Q3	–	Sell	-500	Closed	-$28K	–	558
2017 Q2	$28K	Buy	+500	New	+$26K	0.01%	277

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BDO Wealth Advisors's XYL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Xylem (XYL) stake by 0.19% in Q2 2023, buying an estimated $106 and bringing the position to 522 shares worth $58.8K. The position accounts for 0.01% of the portfolio, ranked #407.

BDO Wealth Advisors first reported a position in XYL in Q2 2017 and has held it in 23 quarters since. The position peaked at $63K in Q3 2021. 908 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

BDO Wealth Advisors held 522 shares of Xylem worth $58.8K as of Q2 2023.
BDO Wealth Advisors bought 1 Xylem share in Q2 2023, an estimated $106.
Xylem made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #407 holding.
BDO Wealth Advisors first reported a position in Xylem in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's Xylem position peaked at $63K in Q3 2021.
908 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.