HHM Wealth Advisors’s Xylem XYL Stock Holding History

HHM 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 Q2	–	Sell	-22	Closed	-$2.3K	–	864
2023 Q1	$2.3K	Hold	22	–	–	﹤0.01%	718
2022 Q4	$2.43K	Buy	+22	New	+$2.31K	﹤0.01%	587

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

PAMS

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HHM Wealth Advisors's XYL Position: Q2 2023 in Review

HHM Wealth Advisors sold out of Xylem (XYL) in Q2 2023, closing a stake of 22 shares — an estimated $2.3K sold.

HHM Wealth Advisors first reported a position in XYL in Q4 2022 and held it in 2 quarters. The position peaked at $2.43K in Q4 2022. 908 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

HHM Wealth Advisors reported no remaining Xylem position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 22 Xylem shares in Q2 2023, an estimated $2.3K.
HHM Wealth Advisors first reported a position in Xylem in Q4 2022 and held it in 2 quarters.
HHM Wealth Advisors's Xylem position peaked at $2.43K in Q4 2022.
908 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.