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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Burt Wealth Advisors's XYL Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Xylem (XYL) in Q1 2021, closing a stake of 21 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in XYL in Q1 2016 and held it in 20 quarters. The position peaked at $43K in Q1 2018. 749 funds tracked by Wall St. Rank hold XYL as of Q1 2021.

Burt Wealth Advisors reported no remaining Xylem position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 21 Xylem shares in Q1 2021, an estimated $2K.
Burt Wealth Advisors first reported a position in Xylem in Q1 2016 and held it in 20 quarters.
Burt Wealth Advisors's Xylem position peaked at $43K in Q1 2018.
749 funds tracked by Wall St. Rank held Xylem as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.