FinTrust Capital Advisors’s Xylem XYL Stock Holding History

FinTrust Capital 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
2024 Q3	$42.8K	Hold	317	–	–	0.01%	620
2024 Q2	$43K	Hold	317	–	–	0.01%	580
2024 Q1	$41K	Buy	317 +200	+171%	+$24.2K	0.01%	584
2023 Q4	$13.4K	Hold	117	–	–	﹤0.01%	780
2023 Q3	$10.7K	Hold	117	–	–	﹤0.01%	774
2023 Q2	$12.9K	Hold	117	–	–	﹤0.01%	729
2023 Q1	$12.9K	Hold	117	–	–	﹤0.01%	726
2022 Q4	$12.9K	Sell	117 -17	-13%	-$1.78K	﹤0.01%	723
2022 Q3	$13K	Buy	134 +29	+28%	+$2.64K	﹤0.01%	813
2022 Q2	$9K	Buy	+105	New	+$8.67K	﹤0.01%	931
2019 Q3	–	Sell	-375	Closed	-$31K	–	1103
2019 Q2	$31K	Buy	375 +352	+1,530%	+$28K	0.01%	516
2019 Q1	$2K	Sell	23 -360	-94%	-$26.3K	﹤0.01%	1137
2018 Q4	$26K	Buy	+383	New	+$26.5K	0.01%	538

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FinTrust Capital Advisors's XYL Position: Q3 2024 in Review

FinTrust Capital Advisors held its Xylem (XYL) position steady in Q3 2024 at 317 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #620.

FinTrust Capital Advisors first reported a position in XYL in Q4 2018 and has held it in 13 quarters since. The position peaked at $43K in Q2 2024. 1,018 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

FinTrust Capital Advisors held 317 shares of Xylem worth $42.8K as of Q3 2024.
FinTrust Capital Advisors left its Xylem share count unchanged in Q3 2024.
Xylem made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #620 holding.
FinTrust Capital Advisors first reported a position in Xylem in Q4 2018 and has held it in 13 quarters since.
FinTrust Capital Advisors's Xylem position peaked at $43K in Q2 2024.
1,018 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.