First Personal Financial Services’s Xylem XYL Stock Holding History

First Personal Financial Services’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	$30.8K	Buy	228 +3	+1%	+$401	0.01%	229
2024 Q2	$30.5K	Hold	225	–	–	0.01%	214
2024 Q1	$29.1K	Hold	225	–	–	0.01%	214
2023 Q4	$25.7K	Hold	225	–	–	0.01%	245
2023 Q3	$20.5K	Hold	225	–	–	0.01%	256
2023 Q2	$25.3K	Hold	225	–	–	0.01%	256
2023 Q1	$23.6K	Hold	225	–	–	0.01%	261
2022 Q4	$24.9K	Hold	225	–	–	0.01%	274
2022 Q3	$20K	Hold	225	–	–	0.01%	288
2022 Q2	$18K	Hold	225	–	–	0.01%	243
2022 Q1	$19K	Hold	225	–	–	﹤0.01%	254
2021 Q4	$27K	Hold	225	–	–	0.01%	233
2021 Q3	$28K	Hold	225	–	–	0.01%	229
2021 Q2	$27K	Hold	225	–	–	0.01%	236
2021 Q1	$24K	Hold	225	–	–	0.01%	228
2020 Q4	$23K	Hold	225	–	–	0.01%	232
2020 Q3	$19K	Hold	225	–	–	0.01%	234
2020 Q2	$15K	Hold	225	–	–	0.01%	246
2020 Q1	$15K	Hold	225	–	–	0.01%	235
2019 Q4	$18K	Sell	225 -10	-4%	-$778	0.01%	253
2019 Q3	$19K	Hold	235	–	–	0.01%	329
2019 Q2	$20K	Buy	235 +10	+4%	+$797	0.01%	408
2019 Q1	$18K	Hold	225	–	–	0.01%	418
2018 Q4	$15K	Sell	225 -471	-68%	-$32.6K	0.01%	417
2018 Q3	$56K	Hold	696	–	–	0.02%	269
2018 Q2	$47K	Sell	696 -270	-28%	-$19.6K	0.02%	281
2018 Q1	$74K	Sell	966 -200	-17%	-$14.8K	0.02%	358
2017 Q4	$80K	Hold	1,166	–	–	0.02%	378
2017 Q3	$73K	Hold	1,166	–	–	0.02%	367
2017 Q2	$65K	Hold	1,166	–	–	0.01%	371
2017 Q1	$59K	Hold	1,166	–	–	0.01%	365
2016 Q4	$58K	Buy	1,166 +941	+418%	+$47.7K	0.02%	351
2016 Q3	$12K	Buy	+225	New	+$11K	﹤0.01%	547

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

First Personal Financial Services's XYL Position: Q3 2024 in Review

First Personal Financial Services increased its Xylem (XYL) stake by 1.3% in Q3 2024, buying an estimated $401 and bringing the position to 228 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #229.

First Personal Financial Services first reported a position in XYL in Q3 2016 and has held it in 33 quarters since. The position peaked at $80K in Q4 2017. 1,018 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

First Personal Financial Services held 228 shares of Xylem worth $30.8K as of Q3 2024.
First Personal Financial Services bought 3 Xylem shares in Q3 2024, an estimated $401.
Xylem made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #229 holding.
First Personal Financial Services first reported a position in Xylem in Q3 2016 and has held it in 33 quarters since.
First Personal Financial Services's Xylem position peaked at $80K in Q4 2017.
1,018 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.