CCWA
XYL icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Xylem XYL Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-7,800
Closed -$965K – 303
2021
Q3 		$965K Hold
7,800
– – 0.04% 149
2021
Q2 		$936K Buy
+7,800
New +$891K 0.04% 156

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's XYL Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Xylem (XYL) in Q4 2021, closing a stake of 7,800 shares — an estimated $965K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in XYL in Q2 2021 and held it in 2 quarters. The position peaked at $965K in Q3 2021. 827 funds tracked by Wall St. Rank hold XYL as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Xylem position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 7,800 Xylem shares in Q4 2021, an estimated $965K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Xylem in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Xylem position peaked at $965K in Q3 2021.
  • 827 funds tracked by Wall St. Rank held Xylem as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.