Concord Wealth Partners’s Xylem XYL Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-37	Closed	-$3K	–	1398
2022 Q1	$3K	Sell	37 -64	-63%	-$6.13K	﹤0.01%	1048
2021 Q4	$12K	Buy	+101	New	+$12.5K	﹤0.01%	749
2021 Q3	–	Sell	-10	Closed	-$1K	–	1052
2021 Q2	$1K	Sell	10 -3	-23%	-$343	﹤0.01%	1018
2021 Q1	$1K	Buy	+13	New	+$1.32K	﹤0.01%	972

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Concord Wealth Partners's XYL Position: Q2 2022 in Review

Concord Wealth Partners sold out of Xylem (XYL) in Q2 2022, closing a stake of 37 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in XYL in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 724 funds tracked by Wall St. Rank hold XYL as of Q2 2022.

Concord Wealth Partners reported no remaining Xylem position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 37 Xylem shares in Q2 2022, an estimated $3K.
Concord Wealth Partners first reported a position in Xylem in Q1 2021 and held it in 4 quarters.
Concord Wealth Partners's Xylem position peaked at $12K in Q4 2021.
724 funds tracked by Wall St. Rank held Xylem as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.