Heck Capital Advisors’s Xylem XYL Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-314	Closed	-$36.4K	–	806
2024 Q4	$36.4K	Buy	+314	New	+$39.7K	﹤0.01%	417

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

Heck Capital Advisors's XYL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Xylem (XYL) in Q1 2025, closing a stake of 314 shares — an estimated $36.4K sold.

Heck Capital Advisors first reported a position in XYL in Q4 2024 and held it in 1 quarter. The position peaked at $36.4K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

Heck Capital Advisors reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 314 Xylem shares in Q1 2025, an estimated $36.4K.
Heck Capital Advisors first reported a position in Xylem in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Xylem position peaked at $36.4K in Q4 2024.
1,029 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.