BerganKDV Wealth Management’s Xylem XYL Stock Holding History

BerganKDV 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
2023 Q2	$108K	Sell	959 -72	-7%	-$7.61K	0.01%	285
2023 Q1	$108K	Hold	1,031	–	–	0.01%	311
2022 Q4	$114K	Sell	1,031 -13	-1%	-$1.36K	0.01%	292
2022 Q3	$91K	Sell	1,044 -18	-2%	-$1.64K	0.01%	301
2022 Q2	$83K	Hold	1,062	–	–	0.01%	320
2022 Q1	$91K	Sell	1,062 -158	-13%	-$15.1K	0.01%	317
2021 Q4	$146K	Hold	1,220	–	–	0.02%	290
2021 Q3	$151K	Buy	1,220 +102	+9%	+$13.1K	0.02%	274
2021 Q2	$134K	Hold	1,118	–	–	0.02%	283
2021 Q1	$118K	Buy	1,118 +15	+1%	+$1.52K	0.02%	281
2020 Q4	$112K	Buy	1,103 +69	+7%	+$6.49K	0.02%	265
2020 Q3	$87K	Hold	1,034	–	–	0.01%	278
2020 Q2	$67K	Hold	1,034	–	–	0.01%	321
2020 Q1	$67K	Buy	1,034 +5	+0.5%	+$394	0.01%	292
2019 Q4	$81K	Buy	1,029 +29	+3%	+$2.26K	0.01%	300
2019 Q3	$80K	Hold	1,000	–	–	0.02%	279
2019 Q2	$84K	Hold	1,000	–	–	0.02%	281
2019 Q1	$79K	Hold	1,000	–	–	0.02%	301
2018 Q4	$67K	Hold	1,000	–	–	0.02%	275
2018 Q3	$80K	Hold	1,000	–	–	0.02%	272
2018 Q2	$67K	Buy	+1,000	New	+$72.6K	0.02%	287

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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 $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BerganKDV Wealth Management's XYL Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Xylem (XYL) stake by 7% in Q2 2023, selling an estimated $7.61K and leaving 959 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #285.

BerganKDV Wealth Management first reported a position in XYL in Q2 2018 and has held it in 21 quarters since. The position peaked at $151K in Q3 2021. 908 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

BerganKDV Wealth Management held 959 shares of Xylem worth $108K as of Q2 2023.
BerganKDV Wealth Management sold 72 Xylem shares in Q2 2023, an estimated $7.61K.
Xylem made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #285 holding.
BerganKDV Wealth Management first reported a position in Xylem in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Xylem position peaked at $151K in Q3 2021.
908 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.