BAM
XYL icon

Belpointe Asset Management’s Xylem XYL Stock Holding History

Belpointe Asset 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
Q3 		– Hold
0
– – – 925
2023
Q2 		– Sell
-425
Closed -$44.4K – 3439
2023
Q1 		$44.4K Sell
425
-35
-8% -$3.65K ﹤0.01% 1766
2022
Q4 		$50.8K Buy
+460
New +$48.2K ﹤0.01% 1602

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belpointe Asset Management's XYL Position: Q3 2024 in Review

Belpointe Asset Management held its Xylem (XYL) position steady in Q3 2024 at 0 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Belpointe Asset Management first reported a position in XYL in Q4 2022 and has held it in 2 quarters since. The position peaked at $50.8K in Q4 2022. 1,016 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

  • Belpointe Asset Management held 0 shares of Xylem worth $12 as of Q3 2024.
  • Belpointe Asset Management left its Xylem share count unchanged in Q3 2024.
  • Xylem made up ﹤0.01% of Belpointe Asset Management's portfolio in Q3 2024, its #925 holding.
  • Belpointe Asset Management first reported a position in Xylem in Q4 2022 and has held it in 2 quarters since.
  • Belpointe Asset Management's Xylem position peaked at $50.8K in Q4 2022.
  • 1,016 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on Belpointe Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.