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First Foundation Advisors’s Xylem XYL Stock Holding History

First Foundation 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 		– Sell
-674
Closed -$91.4K – 450
2024
Q2 		$91.4K Hold
674
– – ﹤0.01% 374
2024
Q1 		$87.1K Buy
+674
New +$81.4K ﹤0.01% 383

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Foundation Advisors's XYL Position: Q3 2024 in Review

First Foundation Advisors sold out of Xylem (XYL) in Q3 2024, closing a stake of 674 shares — an estimated $91.4K sold.

First Foundation Advisors first reported a position in XYL in Q1 2024 and held it in 2 quarters. The position peaked at $91.4K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

  • First Foundation Advisors reported no remaining Xylem position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 674 Xylem shares in Q3 2024, an estimated $91.4K.
  • First Foundation Advisors first reported a position in Xylem in Q1 2024 and held it in 2 quarters.
  • First Foundation Advisors's Xylem position peaked at $91.4K in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.