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Glassman Wealth Services’s Xylem XYL Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-620
Closed -$70.9K – 1870
2023
Q4 		$70.9K Buy
620
+64
+12% +$6.39K 0.01% 371
2023
Q3 		$50.6K Buy
556
+8
+1% +$825 0.01% 415
2023
Q2 		$61.7K Buy
548
+3
+0.6% +$317 0.01% 354
2023
Q1 		$57.1K Hold
545
– – 0.01% 382
2022
Q4 		$60.3K Sell
545
-43
-7% -$4.51K 0.01% 379
2022
Q3 		$51K Sell
588
-200
-25% -$18.2K 0.01% 382
2022
Q2 		$62K Buy
788
+90
+13% +$7.43K 0.01% 347
2022
Q1 		$60K Buy
698
+181
+35% +$17.3K 0.01% 366
2021
Q4 		$62K Buy
517
+9
+2% +$1.12K 0.01% 328
2021
Q3 		$63K Buy
508
+16
+3% +$2.06K 0.01% 313
2021
Q2 		$59K Sell
492
-119
-19% -$13.6K 0.01% 313
2021
Q1 		$64K Sell
611
-64
-9% -$6.49K 0.01% 285
2020
Q4 		$69K Buy
675
+3
+0.4% +$282 0.02% 293
2020
Q3 		$57K Sell
672
-202
-23% -$15.7K 0.02% 276
2020
Q2 		$57K Sell
874
-1
-0.1% -$66 0.02% 232
2020
Q1 		$57K Sell
875
-39
-4% -$3.07K 0.02% 223
2019
Q4 		$72K Hold
914
– – 0.03% 211
2019
Q3 		$73K Buy
914
+845
+1,225% +$66.4K 0.03% 196
2019
Q2 		$6K Hold
69
– – ﹤0.01% 540
2019
Q1 		$5K Sell
69
-2
-3% -$146 ﹤0.01% 562
2018
Q4 		$5K Sell
71
-13
-15% -$899 ﹤0.01% 438
2018
Q3 		$7K Sell
84
-3
-3% -$224 ﹤0.01% 442
2018
Q2 		$6K Sell
87
-3
-3% -$218 ﹤0.01% 430
2018
Q1 		$7K Buy
90
+87
+2,900% +$6.43K ﹤0.01% 393
2017
Q4 		$0 Hold
3
– – ﹤0.01% 809
2017
Q3 		$0 Hold
3
– – ﹤0.01% 634
2017
Q2 		$0 Hold
3
– – ﹤0.01% 673
2017
Q1 		$0 Buy
+3
New +$146 ﹤0.01% 706

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Glassman Wealth Services's XYL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Xylem (XYL) in Q1 2024, closing a stake of 620 shares — an estimated $70.9K sold.

Glassman Wealth Services first reported a position in XYL in Q1 2017 and held it in 28 quarters. The position peaked at $73K in Q3 2019. 990 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

  • Glassman Wealth Services reported no remaining Xylem position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 620 Xylem shares in Q1 2024, an estimated $70.9K.
  • Glassman Wealth Services first reported a position in Xylem in Q1 2017 and held it in 28 quarters.
  • Glassman Wealth Services's Xylem position peaked at $73K in Q3 2019.
  • 990 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.