Harvest Group Wealth Management’s Xylem XYL Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-594	Closed	-$60K	–	739
2020 Q4	$60K	Buy	594 +2	+0.3%	+$188	0.04%	97
2020 Q3	$50K	Buy	592 +2	+0.3%	+$156	0.03%	93
2020 Q2	$38K	Buy	590 +2	+0.3%	+$132	0.03%	99
2020 Q1	$38K	Buy	588 +3	+0.5%	+$236	0.04%	89
2019 Q4	$46K	Buy	585 +1	+0.2%	+$78	0.04%	83
2019 Q3	$46K	Buy	584 +2	+0.3%	+$157	0.06%	80
2019 Q2	$48K	Buy	582 +1	+0.2%	+$80	0.06%	72
2019 Q1	$46K	Buy	+581	New	+$42.4K	0.04%	95

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Harvest Group Wealth Management's XYL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Xylem (XYL) in Q1 2021, closing a stake of 594 shares — an estimated $60K sold.

Harvest Group Wealth Management first reported a position in XYL in Q1 2019 and held it in 8 quarters. The position peaked at $60K in Q4 2020. 749 funds tracked by Wall St. Rank hold XYL as of Q1 2021.

Harvest Group Wealth Management reported no remaining Xylem position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 594 Xylem shares in Q1 2021, an estimated $60K.
Harvest Group Wealth Management first reported a position in Xylem in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Xylem position peaked at $60K in Q4 2020.
749 funds tracked by Wall St. Rank held Xylem as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.