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Connectus Wealth’s Xylem XYL Stock Holding History

Connectus Wealth’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
Q1 		$821K Hold
6,350
– – 0.02% 247
2023
Q4 		$726K Hold
6,350
– – 0.01% 375
2023
Q3 		$578K Hold
6,350
– – 0.01% 379
2023
Q2 		$715K Hold
6,350
– – 0.02% 315
2023
Q1 		$665K Hold
6,350
– – 0.02% 317
2022
Q4 		$702K Hold
6,350
– – 0.02% 316
2022
Q3 		$555K Hold
6,350
– – 0.01% 392
2022
Q2 		$496K Buy
+6,350
New +$524K 0.01% 335

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Connectus Wealth's XYL Position: Q1 2024 in Review

Connectus Wealth held its Xylem (XYL) position steady in Q1 2024 at 6,350 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #247.

Connectus Wealth first reported a position in XYL in Q2 2022 and has held it in 8 quarters since. 987 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

  • Connectus Wealth held 6,350 shares of Xylem worth $821K as of Q1 2024.
  • Connectus Wealth left its Xylem share count unchanged in Q1 2024.
  • Xylem made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #247 holding.
  • Connectus Wealth first reported a position in Xylem in Q2 2022 and has held it in 8 quarters since.
  • 987 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.