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FDx Advisors’s Xylem XYL Stock Holding History

FDx 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
2023
Q3 		– Sell
-2,357
Closed -$265K – 786
2023
Q2 		$265K Buy
+2,357
New +$249K 0.01% 638
2022
Q2 		– Sell
-6,720
Closed -$573K – 910
2022
Q1 		$573K Sell
6,720
-913
-12% -$87.5K 0.02% 469
2021
Q4 		$915K Sell
7,633
-1,583
-17% -$196K 0.03% 379
2021
Q3 		$1.14M Sell
9,216
-514
-5% -$66.1K 0.04% 315
2021
Q2 		$1.17M Buy
9,730
+20
+0.2% +$2.28K 0.04% 303
2021
Q1 		$1.02M Sell
9,710
-126
-1% -$12.8K 0.04% 290
2020
Q4 		$1M Buy
9,836
+1,089
+12% +$102K 0.04% 270
2020
Q3 		$736K Sell
8,747
-892
-9% -$69.4K 0.03% 290
2020
Q2 		$626K Sell
9,639
-1,666
-15% -$110K 0.03% 300
2020
Q1 		$736K Buy
11,305
+6,713
+146% +$529K 0.05% 242
2019
Q4 		$362K Buy
4,592
+13
+0.3% +$1.01K 0.02% 436
2019
Q3 		$365K Buy
4,579
+1,185
+35% +$93.1K 0.03% 425
2019
Q2 		$284K Buy
+3,394
New +$270K 0.01% 656
2018
Q4 		– Sell
-2,730
Closed -$218K – 845
2018
Q3 		$218K Buy
+2,730
New +$204K 0.01% 812

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FDx Advisors's XYL Position: Q3 2023 in Review

FDx Advisors sold out of Xylem (XYL) in Q3 2023, closing a stake of 2,357 shares — an estimated $265K sold.

FDx Advisors first reported a position in XYL in Q3 2018 and held it in 14 quarters. The position peaked at $1.17M in Q2 2021. 873 funds tracked by Wall St. Rank hold XYL as of Q3 2023.

  • FDx Advisors reported no remaining Xylem position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 2,357 Xylem shares in Q3 2023, an estimated $265K.
  • FDx Advisors first reported a position in Xylem in Q3 2018 and held it in 14 quarters.
  • FDx Advisors's Xylem position peaked at $1.17M in Q2 2021.
  • 873 funds tracked by Wall St. Rank held Xylem as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.