Fiduciary Planning’s Xylem XYL Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-520	Closed	-$55K	–	281
2021 Q1	$55K	Hold	520	–	–	0.08%	72
2020 Q4	$53K	Buy	+520	New	+$48.9K	0.07%	79

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiduciary Planning's XYL Position: Q2 2021 in Review

Fiduciary Planning sold out of Xylem (XYL) in Q2 2021, closing a stake of 520 shares — an estimated $55K sold.

Fiduciary Planning first reported a position in XYL in Q4 2020 and held it in 2 quarters. The position peaked at $55K in Q1 2021. 771 funds tracked by Wall St. Rank hold XYL as of Q2 2021.

Fiduciary Planning reported no remaining Xylem position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 520 Xylem shares in Q2 2021, an estimated $55K.
Fiduciary Planning first reported a position in Xylem in Q4 2020 and held it in 2 quarters.
Fiduciary Planning's Xylem position peaked at $55K in Q1 2021.
771 funds tracked by Wall St. Rank held Xylem as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.