Centerpoint Advisors’s Xylem XYL Stock Holding History

Centerpoint 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
2023 Q4	–	Sell	-60	Closed	-$5K	–	619
2023 Q3	$5K	Hold	60	–	–	﹤0.01%	396
2023 Q2	$7K	Buy	+60	New	+$6.34K	﹤0.01%	373
2018 Q3	–	Sell	-20	Closed	-$1K	–	366
2018 Q2	$1K	Buy	+20	New	+$1.45K	﹤0.01%	358

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centerpoint Advisors's XYL Position: Q4 2023 in Review

Centerpoint Advisors sold out of Xylem (XYL) in Q4 2023, closing a stake of 60 shares — an estimated $5K sold.

Centerpoint Advisors first reported a position in XYL in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2023. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

Centerpoint Advisors reported no remaining Xylem position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 60 Xylem shares in Q4 2023, an estimated $5K.
Centerpoint Advisors first reported a position in Xylem in Q2 2018 and held it in 3 quarters.
Centerpoint Advisors's Xylem position peaked at $7K in Q2 2023.
922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.