Global Wealth Strategies & Associates’s Xylo Technologies XYLO Stock Holding History

Global Wealth Strategies & Associates’s Portfolio XYLO Stock Details XYLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2	Closed	-$7	–	520
2024 Q4	$7	Hold	2	–	–	﹤0.01%	400
2024 Q3	$7	Hold	2	–	–	﹤0.01%	367
2024 Q2	$11	Hold	2	–	–	﹤0.01%	339
2024 Q1	$16	Buy	+2	New	+$16	﹤0.01%	350

Other funds holding XYLO

LDNAM

Lepercq De Neuflize Asset Management New York $158M AUM 20.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Global Wealth Strategies & Associates's XYLO Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Xylo Technologies (XYLO) in Q1 2025, closing a stake of 2 shares — an estimated $7 sold.

Global Wealth Strategies & Associates first reported a position in XYLO in Q1 2024 and held it in 4 quarters. The position peaked at $16 in Q1 2024. 6 funds tracked by Wall St. Rank hold XYLO as of Q1 2025.

Global Wealth Strategies & Associates reported no remaining Xylo Technologies position as of Q1 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 2 Xylo Technologies shares in Q1 2025, an estimated $7.
Global Wealth Strategies & Associates first reported a position in Xylo Technologies in Q1 2024 and held it in 4 quarters.
Global Wealth Strategies & Associates's Xylo Technologies position peaked at $16 in Q1 2024.
6 funds tracked by Wall St. Rank held Xylo Technologies as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.