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Clear Point Advisors’s Xylem XYL Stock Holding History

Clear Point 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
Q4 		– Sell
-73
Closed -$9.86K – 549
2024
Q3 		$9.86K Hold
73
– – 0.01% 339
2024
Q2 		$9.9K Hold
73
– – 0.01% 333
2024
Q1 		$9.44K Hold
73
– – 0.01% 337
2023
Q4 		$8.35K Buy
+73
New +$7.29K 0.01% 327

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Point Advisors's XYL Position: Q4 2024 in Review

Clear Point Advisors sold out of Xylem (XYL) in Q4 2024, closing a stake of 73 shares — an estimated $9.86K sold.

Clear Point Advisors first reported a position in XYL in Q4 2023 and held it in 4 quarters. The position peaked at $9.9K in Q2 2024. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Clear Point Advisors reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 73 Xylem shares in Q4 2024, an estimated $9.86K.
  • Clear Point Advisors first reported a position in Xylem in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Xylem position peaked at $9.9K in Q2 2024.
  • 1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.