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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return