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Capital Directions Investment Advisors’s Xylem XYL Stock Holding History

Capital Directions Investment 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
Q4 		– Sell
-150
Closed -$19K – 246
2021
Q3 		$19K Hold
150
– – 0.01% 203
2021
Q2 		$18K Buy
+150
New +$17.1K 0.01% 181

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Directions Investment Advisors's XYL Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of Xylem (XYL) in Q4 2021, closing a stake of 150 shares — an estimated $19K sold.

Capital Directions Investment Advisors first reported a position in XYL in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q3 2021. 828 funds tracked by Wall St. Rank hold XYL as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining Xylem position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 150 Xylem shares in Q4 2021, an estimated $19K.
  • Capital Directions Investment Advisors first reported a position in Xylem in Q2 2021 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Xylem position peaked at $19K in Q3 2021.
  • 828 funds tracked by Wall St. Rank held Xylem as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.