Evolution Wealth Advisors’s Xylem XYL Stock Holding History

Evolution Wealth Advisors’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
2020 Q1	–	Sell	-29	Closed	-$2K	–	657
2019 Q4	$2K	Buy	29 +1	+4%	+$78	﹤0.01%	610
2019 Q3	$2K	Hold	28	–	–	﹤0.01%	449
2019 Q2	$2K	Buy	+28	New	+$2.23K	﹤0.01%	452
2019 Q1	–	Sell	-222	Closed	-$15K	–	154
2018 Q4	$15K	Buy	+222	New	+$15.4K	0.01%	117

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Advisors's XYL Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Xylem (XYL) in Q1 2020, closing a stake of 29 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in XYL in Q4 2018 and held it in 4 quarters. The position peaked at $15K in Q4 2018. 673 funds tracked by Wall St. Rank hold XYL as of Q1 2020.

Evolution Wealth Advisors reported no remaining Xylem position as of Q1 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 29 Xylem shares in Q1 2020, an estimated $2K.
Evolution Wealth Advisors first reported a position in Xylem in Q4 2018 and held it in 4 quarters.
Evolution Wealth Advisors's Xylem position peaked at $15K in Q4 2018.
673 funds tracked by Wall St. Rank held Xylem as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.