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Beaumont Financial Advisors’s Xylem XYL Stock Holding History

Beaumont Financial 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
2024
Q4 		– Sell
-1,833
Closed -$248K – 381
2024
Q3 		$248K Hold
1,833
– – 0.02% 308
2024
Q2 		$249K Hold
1,833
– – 0.02% 305
2024
Q1 		$237K Buy
+1,833
New +$221K 0.02% 324

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaumont Financial Advisors's XYL Position: Q4 2024 in Review

Beaumont Financial Advisors sold out of Xylem (XYL) in Q4 2024, closing a stake of 1,833 shares — an estimated $248K sold.

Beaumont Financial Advisors first reported a position in XYL in Q1 2024 and held it in 3 quarters. The position peaked at $249K in Q2 2024. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Beaumont Financial Advisors reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,833 Xylem shares in Q4 2024, an estimated $248K.
  • Beaumont Financial Advisors first reported a position in Xylem in Q1 2024 and held it in 3 quarters.
  • Beaumont Financial Advisors's Xylem position peaked at $249K in Q2 2024.
  • 1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Beaumont Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.