Clarus Wealth Advisors’s Xylem XYL Stock Holding History

Clarus 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
2019 Q3	–	Sell	-1,621	Closed	-$136K	–	559
2019 Q2	$136K	Sell	1,621 -123	-7%	-$9.8K	0.1%	153
2019 Q1	$138K	Sell	1,744 -9	-0.5%	-$657	0.1%	151
2018 Q4	$117K	Sell	1,753 -1,921	-52%	-$133K	0.18%	142
2018 Q3	$293K	Sell	3,674 -16	-0.4%	-$1.2K	0.19%	63
2018 Q2	$284K	Hold	3,690	–	–	0.21%	58
2018 Q1	$284K	Buy	3,690 +170	+5%	+$12.6K	0.26%	58
2017 Q4	$240K	Buy	+3,520	New	+$234K	0.23%	79

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarus Wealth Advisors's XYL Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Xylem (XYL) in Q3 2019, closing a stake of 1,621 shares — an estimated $136K sold.

Clarus Wealth Advisors first reported a position in XYL in Q4 2017 and held it in 7 quarters. The position peaked at $293K in Q3 2018. 678 funds tracked by Wall St. Rank hold XYL as of Q3 2019.

Clarus Wealth Advisors reported no remaining Xylem position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,621 Xylem shares in Q3 2019, an estimated $136K.
Clarus Wealth Advisors first reported a position in Xylem in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's Xylem position peaked at $293K in Q3 2018.
678 funds tracked by Wall St. Rank held Xylem as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.