Hall Private Wealth Advisors’s Xylem XYL Stock Holding History

Hall Private Wealth 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
2023 Q1	–	Sell	-3,309	Closed	-$366K	–	54
2022 Q4	$366K	Hold	3,309	–	–	0.21%	39
2022 Q3	$289K	Hold	3,309	–	–	0.17%	33
2022 Q2	$259K	Buy	3,309 +337	+11%	+$27.8K	0.15%	36
2022 Q1	$253K	Buy	+2,972	New	+$285K	0.14%	43

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Hall Private Wealth Advisors's XYL Position: Q1 2023 in Review

Hall Private Wealth Advisors sold out of Xylem (XYL) in Q1 2023, closing a stake of 3,309 shares — an estimated $366K sold.

Hall Private Wealth Advisors first reported a position in XYL in Q1 2022 and held it in 4 quarters. The position peaked at $366K in Q4 2022. 839 funds tracked by Wall St. Rank hold XYL as of Q1 2023.

Hall Private Wealth Advisors reported no remaining Xylem position as of Q1 2023 after selling out during the quarter.
Hall Private Wealth Advisors sold 3,309 Xylem shares in Q1 2023, an estimated $366K.
Hall Private Wealth Advisors first reported a position in Xylem in Q1 2022 and held it in 4 quarters.
Hall Private Wealth Advisors's Xylem position peaked at $366K in Q4 2022.
839 funds tracked by Wall St. Rank held Xylem as of Q1 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.