Fortis Group Advisors’s Xylem XYL Stock Holding History

Fortis Group 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 Q2	–	Sell	-19,674	Closed	-$2.54M	–	535
2024 Q1	$2.54M	Buy	+19,674	New	+$2.38M	0.47%	52
2020 Q3	$745K	Buy	+8,858	New	+$690K	0.14%	78

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Group Advisors's XYL Position: Q2 2024 in Review

Fortis Group Advisors sold out of Xylem (XYL) in Q2 2024, closing a stake of 19,674 shares — an estimated $2.54M sold.

Fortis Group Advisors first reported a position in XYL in Q3 2020 and held it in 2 quarters. The position peaked at $2.54M in Q1 2024. 1,033 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

Fortis Group Advisors reported no remaining Xylem position as of Q2 2024 after selling out during the quarter.
Fortis Group Advisors sold 19,674 Xylem shares in Q2 2024, an estimated $2.54M.
Fortis Group Advisors first reported a position in Xylem in Q3 2020 and held it in 2 quarters.
Fortis Group Advisors's Xylem position peaked at $2.54M in Q1 2024.
1,033 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.