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Cypress Point Wealth Management’s Xylem XYL Stock Holding History

Cypress Point Wealth Management’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
2021
Q1 		– Sell
-2,100
Closed -$214K – 197
2020
Q4 		$214K Buy
+2,100
New +$197K 0.33% 84

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cypress Point Wealth Management's XYL Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Xylem (XYL) in Q1 2021, closing a stake of 2,100 shares — an estimated $214K sold.

Cypress Point Wealth Management first reported a position in XYL in Q4 2020 and held it in 1 quarter. The position peaked at $214K in Q4 2020. 748 funds tracked by Wall St. Rank hold XYL as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Xylem position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 2,100 Xylem shares in Q1 2021, an estimated $214K.
  • Cypress Point Wealth Management first reported a position in Xylem in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Xylem position peaked at $214K in Q4 2020.
  • 748 funds tracked by Wall St. Rank held Xylem as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.