DWM
XYL icon

Doyle Wealth Management’s Xylem XYL Stock Holding History

Doyle 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
2019
Q3 		– Sell
-547
Closed -$46K – 790
2019
Q2 		$46K Buy
+547
New +$43.6K 0.01% 378
2019
Q1 		– Sell
-544
Closed -$36K – 780
2018
Q4 		$36K Buy
+544
New +$37.6K 0.01% 418

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Doyle Wealth Management's XYL Position: Q3 2019 in Review

Doyle Wealth Management sold out of Xylem (XYL) in Q3 2019, closing a stake of 547 shares — an estimated $46K sold.

Doyle Wealth Management first reported a position in XYL in Q4 2018 and held it in 2 quarters. The position peaked at $46K in Q2 2019. 678 funds tracked by Wall St. Rank hold XYL as of Q3 2019.

  • Doyle Wealth Management reported no remaining Xylem position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 547 Xylem shares in Q3 2019, an estimated $46K.
  • Doyle Wealth Management first reported a position in Xylem in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Xylem position peaked at $46K in Q2 2019.
  • 678 funds tracked by Wall St. Rank held Xylem as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.