CSPIA
XYL icon

Cary Street Partners Investment Advisory’s Xylem XYL Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-716
Closed -$65.2K – 1813
2023
Q3 		$65.2K Buy
716
+386
+117% +$39.8K ﹤0.01% 798
2023
Q2 		$37.2K Buy
330
+25
+8% +$2.64K ﹤0.01% 892
2023
Q1 		$31.9K Sell
305
-50
-14% -$5.22K ﹤0.01% 846
2022
Q4 		$39.3K Buy
+355
New +$37.2K ﹤0.01% 807
2020
Q4 		– Sell
-1,086
Closed -$91K – 899
2020
Q3 		$91K Buy
+1,086
New +$84.5K 0.02% 398

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's XYL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Xylem (XYL) in Q4 2023, closing a stake of 716 shares — an estimated $65.2K sold.

Cary Street Partners Investment Advisory first reported a position in XYL in Q3 2020 and held it in 5 quarters. The position peaked at $91K in Q3 2020. 923 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Xylem position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 716 Xylem shares in Q4 2023, an estimated $65.2K.
  • Cary Street Partners Investment Advisory first reported a position in Xylem in Q3 2020 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's Xylem position peaked at $91K in Q3 2020.
  • 923 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.