FMA Advisory’s Xylem XYL Stock Holding History

FMA Advisory’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
2020 Q4	–	Sell	-4,025	Closed	-$339K	–	173
2020 Q3	$339K	Sell	4,025 -146	-4%	-$11.4K	0.14%	139
2020 Q2	$271K	Buy	4,171 +294	+8%	+$19.4K	0.12%	138
2020 Q1	$252K	Buy	3,877 +508	+15%	+$40K	0.14%	131
2019 Q4	$265K	Buy	3,369 +190	+6%	+$14.8K	0.11%	141
2019 Q3	$253K	Buy	3,179 +481	+18%	+$37.8K	0.11%	138
2019 Q2	$226K	Buy	+2,698	New	+$215K	0.1%	139
2015 Q2	$8K	Buy	+220	New	+$8K	0.01%	297

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 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

FMA Advisory's XYL Position: Q4 2020 in Review

FMA Advisory sold out of Xylem (XYL) in Q4 2020, closing a stake of 4,025 shares — an estimated $339K sold.

FMA Advisory first reported a position in XYL in Q2 2015 and held it in 7 quarters. The position peaked at $339K in Q3 2020. 732 funds tracked by Wall St. Rank hold XYL as of Q4 2020.

FMA Advisory reported no remaining Xylem position as of Q4 2020 after selling out during the quarter.
FMA Advisory sold 4,025 Xylem shares in Q4 2020, an estimated $339K.
FMA Advisory first reported a position in Xylem in Q2 2015 and held it in 7 quarters.
FMA Advisory's Xylem position peaked at $339K in Q3 2020.
732 funds tracked by Wall St. Rank held Xylem as of Q4 2020.

Based on FMA Advisory's 13F filing for Q4 2020, filed 12 Apr 2021.