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CFS Investment Advisory Services’s Xylem XYL Stock Holding History

CFS Investment Advisory Services’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
2022
Q4 		– Sell
-87,797
Closed -$1K – 283
2022
Q3 		$1K Buy
+87,797
New +$7.98M ﹤0.01% 224
2022
Q2 		– Sell
-85,260
Closed -$1K – 548
2022
Q1 		$1K Buy
+85,260
New +$8.17M ﹤0.01% 406

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CFS Investment Advisory Services's XYL Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Xylem (XYL) in Q4 2022, closing a stake of 87,797 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in XYL in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 818 funds tracked by Wall St. Rank hold XYL as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Xylem position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 87,797 Xylem shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in Xylem in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Xylem position peaked at $1K in Q3 2022.
  • 818 funds tracked by Wall St. Rank held Xylem as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.