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Cassady Schiller Wealth Management’s Xylem XYL Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$3.02K Buy
26
+17
+189% +$2.15K ﹤0.01% 506
2024
Q3 		$1.22K Hold
9
– – ﹤0.01% 415
2024
Q2 		$1.22K Hold
9
– – ﹤0.01% 415
2024
Q1 		$1.16K Sell
9
-147
-94% -$17.8K ﹤0.01% 447
2023
Q4 		$17.8K Hold
156
– – 0.01% 286
2023
Q3 		$14.2K Hold
156
– – 0.01% 302
2023
Q2 		$17.6K Buy
+156
New +$16.5K 0.01% 293
2023
Q1 		– Sell
-308
Closed -$34.1K – 495
2022
Q4 		$34.1K Buy
+308
New +$32.3K 0.02% 228
2022
Q1 		– Sell
-285
Closed -$34K – 624
2021
Q4 		$34K Buy
+285
New +$35.4K 0.02% 232

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's XYL Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Xylem (XYL) stake by 189% in Q4 2024, buying an estimated $2.15K and bringing the position to 26 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Cassady Schiller Wealth Management first reported a position in XYL in Q4 2021 and has held it in 9 quarters since. The position peaked at $34.1K in Q4 2022. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Cassady Schiller Wealth Management held 26 shares of Xylem worth $3.02K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 17 Xylem shares in Q4 2024, an estimated $2.15K.
  • Xylem made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #506 holding.
  • Cassady Schiller Wealth Management first reported a position in Xylem in Q4 2021 and has held it in 9 quarters since.
  • Cassady Schiller Wealth Management's Xylem position peaked at $34.1K in Q4 2022.
  • 1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.