Burt Wealth Advisors’s Xylem XYL Stock Holding History

Burt 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
2021 Q1	–	Sell	-21	Closed	-$2K	–	374
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	357
2020 Q3	$2K	Sell	21 -343	-94%	-$26.7K	﹤0.01%	362
2020 Q2	$24K	Hold	364	–	–	0.01%	219
2020 Q1	$24K	Hold	364	–	–	0.01%	213
2019 Q4	$29K	Hold	364	–	–	0.01%	210
2019 Q3	$29K	Hold	364	–	–	0.01%	206
2019 Q2	$30K	Hold	364	–	–	0.01%	203
2019 Q1	$29K	Hold	364	–	–	0.01%	208
2018 Q4	$24K	Hold	364	–	–	0.01%	223
2018 Q3	$29K	Hold	364	–	–	0.01%	225
2018 Q2	$25K	Sell	364 -200	-35%	-$14.5K	0.01%	231
2018 Q1	$43K	Hold	564	–	–	0.02%	193
2017 Q4	$38K	Hold	564	–	–	0.02%	202
2017 Q3	$35K	Hold	564	–	–	0.02%	201
2017 Q2	$31K	Hold	564	–	–	0.02%	224
2017 Q1	$28K	Hold	564	–	–	0.02%	209
2016 Q4	$28K	Hold	564	–	–	0.03%	211
2016 Q3	$29K	Hold	564	–	–	0.03%	192
2016 Q2	$25K	Hold	564	–	–	0.03%	199
2016 Q1	$23K	Buy	+564	New	+$20.8K	0.02%	236

Other funds holding XYL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group

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

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Bank of America

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

Geode Capital Management

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

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