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Evoke Wealth’s Xylem XYL Stock Holding History

Evoke 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
2022
Q4 		– Sell
-11
Closed -$1K – 1165
2022
Q3 		$1K Hold
11
– – ﹤0.01% 1151
2022
Q2 		$1K Sell
11
-88
-89% -$7.27K ﹤0.01% 1145
2022
Q1 		$8K Buy
99
+86
+662% +$8.24K ﹤0.01% 821
2021
Q4 		$2K Hold
13
– – ﹤0.01% 1080
2021
Q3 		$1K Hold
13
– – ﹤0.01% 1118
2021
Q2 		$2K Hold
13
– – ﹤0.01% 1079
2021
Q1 		$1K Hold
13
– – ﹤0.01% 1148
2020
Q4 		$1K Hold
13
– – ﹤0.01% 1011
2020
Q3 		$1K Sell
13
-13
-50% -$1.01K ﹤0.01% 993
2020
Q2 		$2K Buy
26
+11
+73% +$726 ﹤0.01% 910
2020
Q1 		$977 Sell
15
-45
-75% -$3.55K ﹤0.01% 930
2019
Q4 		$4.73K Buy
60
+12
+25% +$934 ﹤0.01% 923
2019
Q3 		$3.82K Buy
+48
New +$3.77K ﹤0.01% 1067

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evoke Wealth's XYL Position: Q4 2022 in Review

Evoke Wealth sold out of Xylem (XYL) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Evoke Wealth first reported a position in XYL in Q3 2019 and held it in 13 quarters. The position peaked at $8K in Q1 2022. 818 funds tracked by Wall St. Rank hold XYL as of Q4 2022.

  • Evoke Wealth reported no remaining Xylem position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 11 Xylem shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Xylem in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Xylem position peaked at $8K in Q1 2022.
  • 818 funds tracked by Wall St. Rank held Xylem as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.