FFA
XYL icon

Freedman Financial Associates’s Xylem XYL Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-420
Closed -$36K – 453
2022
Q1 		$36K Hold
420
– – 0.02% 241
2021
Q4 		$50K Hold
420
– – 0.03% 204
2021
Q3 		$52K Hold
420
– – 0.04% 191
2021
Q2 		$50K Hold
420
– – 0.04% 194
2021
Q1 		$44K Hold
420
– – 0.04% 213
2020
Q4 		$43K Buy
+420
New +$39.5K 0.04% 203

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Freedman Financial Associates's XYL Position: Q2 2022 in Review

Freedman Financial Associates sold out of Xylem (XYL) in Q2 2022, closing a stake of 420 shares — an estimated $36K sold.

Freedman Financial Associates first reported a position in XYL in Q4 2020 and held it in 6 quarters. The position peaked at $52K in Q3 2021. 724 funds tracked by Wall St. Rank hold XYL as of Q2 2022.

  • Freedman Financial Associates reported no remaining Xylem position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 420 Xylem shares in Q2 2022, an estimated $36K.
  • Freedman Financial Associates first reported a position in Xylem in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Xylem position peaked at $52K in Q3 2021.
  • 724 funds tracked by Wall St. Rank held Xylem as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.