HGWM
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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 – 746
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return