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Concourse Financial Group Securities’s Xylem XYL Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-351
Closed -$42.7K – 2158
2024
Q4 		$42.7K Hold
351
– – ﹤0.01% 1279
2024
Q3 		$47.4K Sell
351
-159
-31% -$21.3K ﹤0.01% 1202
2024
Q2 		$69.2K Buy
510
+2
+0.4% +$272 ﹤0.01% 1057
2024
Q1 		$65.7K Buy
508
+118
+30% +$14.3K ﹤0.01% 1073
2023
Q4 		$44.6K Buy
390
+39
+11% +$3.89K ﹤0.01% 1175
2023
Q3 		$32K Hold
351
– – ﹤0.01% 1270
2023
Q2 		$39.5K Sell
351
-75
-18% -$7.93K ﹤0.01% 1186
2023
Q1 		$44.6K Hold
426
– – ﹤0.01% 1144
2022
Q4 		$47.1K Buy
426
+351
+468% +$36.8K ﹤0.01% 1100
2022
Q3 		$7K Hold
75
– – ﹤0.01% 1584
2022
Q2 		$6K Hold
75
– – ﹤0.01% 1819
2022
Q1 		$6K Hold
75
– – ﹤0.01% 1830
2021
Q4 		$9K Hold
75
– – ﹤0.01% 1901
2021
Q3 		$9K Hold
75
– – ﹤0.01% 1932
2021
Q2 		$9K Hold
75
– – ﹤0.01% 1913
2021
Q1 		$8K Hold
75
– – ﹤0.01% 1845
2020
Q4 		$8K Hold
75
– – ﹤0.01% 1765
2020
Q3 		$6K Hold
75
– – ﹤0.01% 1746
2020
Q2 		$5K Sell
75
-67
-47% -$4.42K ﹤0.01% 1709
2020
Q1 		$9K Sell
142
-1
-0.7% -$79 ﹤0.01% 1501
2019
Q4 		$11K Buy
143
+76
+113% +$5.92K ﹤0.01% 1423
2019
Q3 		$5K Sell
67
-7
-9% -$550 ﹤0.01% 1346
2019
Q2 		$6K Hold
74
– – ﹤0.01% 1696
2019
Q1 		$5K Hold
74
– – ﹤0.01% 1764
2018
Q4 		$4K Sell
74
-24
-24% -$1.66K ﹤0.01% 1771
2018
Q3 		$8K Buy
+98
New +$7.32K ﹤0.01% 1234

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Concourse Financial Group Securities's XYL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Xylem (XYL) in Q1 2025, closing a stake of 351 shares — an estimated $42.7K sold.

Concourse Financial Group Securities first reported a position in XYL in Q3 2018 and held it in 26 quarters. The position peaked at $69.2K in Q2 2024. 1,027 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 351 Xylem shares in Q1 2025, an estimated $42.7K.
  • Concourse Financial Group Securities first reported a position in Xylem in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Xylem position peaked at $69.2K in Q2 2024.
  • 1,027 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.