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Cetera Advisors’s Xylem XYL Stock Holding History

Cetera 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
2024
Q1 		$616K Buy
4,770
+2,770
+139% +$335K ﹤0.01% 1469
2023
Q4 		$229K Buy
+2,000
New +$200K ﹤0.01% 1573
2020
Q1 		– Sell
-3,509
Closed -$277K – 969
2019
Q4 		$277K Sell
3,509
-426
-11% -$33.2K 0.01% 745
2019
Q3 		$315K Sell
3,935
-73
-2% -$5.74K 0.01% 670
2019
Q2 		$334K Buy
+4,008
New +$319K 0.01% 678
2019
Q1 		– Sell
-4,164
Closed -$276K – 1299
2018
Q4 		$276K Buy
4,164
+1,235
+42% +$85.4K 0.02% 653
2018
Q3 		$235K Buy
+2,929
New +$219K 0.01% 822

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Advisors's XYL Position: Q1 2024 in Review

Cetera Advisors increased its Xylem (XYL) stake by 139% in Q1 2024, buying an estimated $335K and bringing the position to 4,770 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Cetera Advisors first reported a position in XYL in Q3 2018 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

  • Cetera Advisors held 4,770 shares of Xylem worth $616K as of Q1 2024.
  • Cetera Advisors bought 2,770 Xylem shares in Q1 2024, an estimated $335K.
  • Xylem made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1469 holding.
  • Cetera Advisors first reported a position in Xylem in Q3 2018 and has held it in 7 quarters since.
  • 990 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.