Envestnet Asset Management
XYLO

Envestnet Asset Management’s Xylo Technologies XYLO Stock Holding History

Envestnet Asset Management’s Portfolio XYLO Stock Details XYLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,342
Closed -$30K – 4088
2022
Q3 		$30K Buy
1,342
+17
+1% +$414 ﹤0.01% 3852
2022
Q2 		$34K Hold
1,325
– – ﹤0.01% 3851
2022
Q1 		$58K Hold
1,325
– – ﹤0.01% 3850
2021
Q4 		$53K Buy
+1,325
New +$69.2K ﹤0.01% 3803

Other funds holding XYLO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management's XYLO Position: Q4 2022 in Review

Envestnet Asset Management sold out of Xylo Technologies (XYLO) in Q4 2022, closing a stake of 1,342 shares — an estimated $30K sold.

Envestnet Asset Management first reported a position in XYLO in Q4 2021 and held it in 4 quarters. The position peaked at $58K in Q1 2022. 8 funds tracked by Wall St. Rank hold XYLO as of Q4 2022.

  • Envestnet Asset Management reported no remaining Xylo Technologies position as of Q4 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 1,342 Xylo Technologies shares in Q4 2022, an estimated $30K.
  • Envestnet Asset Management first reported a position in Xylo Technologies in Q4 2021 and held it in 4 quarters.
  • Envestnet Asset Management's Xylo Technologies position peaked at $58K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Xylo Technologies as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.