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Clearstead Trust’s Xylem XYL Stock Holding History

Clearstead Trust’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
2023
Q4 		– Sell
-425
Closed -$38.7K – 475
2023
Q3 		$38.7K Buy
425
+325
+325% +$33.5K 0.01% 240
2023
Q2 		$11.3K Hold
100
– – ﹤0.01% 308
2023
Q1 		$10.5K Hold
100
– – ﹤0.01% 298
2022
Q4 		$11K Hold
100
– – ﹤0.01% 305
2022
Q3 		$9K Buy
+100
New +$9.09K ﹤0.01% 296

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Trust's XYL Position: Q4 2023 in Review

Clearstead Trust sold out of Xylem (XYL) in Q4 2023, closing a stake of 425 shares — an estimated $38.7K sold.

Clearstead Trust first reported a position in XYL in Q3 2022 and held it in 5 quarters. The position peaked at $38.7K in Q3 2023. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

  • Clearstead Trust reported no remaining Xylem position as of Q4 2023 after selling out during the quarter.
  • Clearstead Trust sold 425 Xylem shares in Q4 2023, an estimated $38.7K.
  • Clearstead Trust first reported a position in Xylem in Q3 2022 and held it in 5 quarters.
  • Clearstead Trust's Xylem position peaked at $38.7K in Q3 2023.
  • 922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Clearstead Trust's 13F filing for Q4 2023, filed 6 Feb 2024.