Caldwell Trust’s Xilinx Inc XLNX Stock Holding History

Caldwell Trust’s Portfolio XLNX Stock Details XLNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,814	Closed	-$385K	–	775
2021 Q4	$385K	Hold	1,814	–	–	0.04%	225
2021 Q3	$274K	Hold	1,814	–	–	0.03%	245
2021 Q2	$262K	Buy	1,814 +31	+2%	+$3.94K	0.03%	249
2021 Q1	$221K	Buy	1,783 +105	+6%	+$14K	0.03%	256
2020 Q4	$238K	Hold	1,678	–	–	0.04%	235
2020 Q3	$175K	Hold	1,678	–	–	0.03%	257
2020 Q2	$165K	Hold	1,678	–	–	0.03%	262
2020 Q1	$131K	Hold	1,678	–	–	0.02%	284
2019 Q4	$164K	Buy	+1,678	New	+$158K	0.03%	301

Other funds holding XLNX

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Caldwell Trust's XLNX Position: Q1 2022 in Review

Caldwell Trust sold out of Xilinx Inc (XLNX) in Q1 2022, closing a stake of 1,814 shares — an estimated $385K sold.

Caldwell Trust first reported a position in XLNX in Q4 2019 and held it in 9 quarters. The position peaked at $385K in Q4 2021. 4 funds tracked by Wall St. Rank hold XLNX as of Q1 2022.

Caldwell Trust reported no remaining Xilinx Inc position as of Q1 2022 after selling out during the quarter.
Caldwell Trust sold 1,814 Xilinx Inc shares in Q1 2022, an estimated $385K.
Caldwell Trust first reported a position in Xilinx Inc in Q4 2019 and held it in 9 quarters.
Caldwell Trust's Xilinx Inc position peaked at $385K in Q4 2021.
4 funds tracked by Wall St. Rank held Xilinx Inc as of Q1 2022.

Based on Caldwell Trust's 13F filing for Q1 2022, filed 2 Oct 2025.