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IAG Wealth Partners’s Xylem XYL Stock Holding History

IAG Wealth Partners’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
2022
Q2 		– Sell
-13
Closed -$1K – 492
2022
Q1 		$1K Buy
+13
New +$1.25K ﹤0.01% 436
2021
Q1 		– Sell
-110
Closed -$12K – 390
2020
Q4 		$12K Sell
110
-30
-21% -$2.82K ﹤0.01% 226
2020
Q3 		$12K Sell
140
-13
-8% -$1.01K 0.01% 214
2020
Q2 		$10K Hold
153
– – ﹤0.01% 231
2020
Q1 		$10K Buy
153
+140
+1,077% +$11K 0.01% 211
2019
Q4 		$2K Buy
+13
New +$1.01K ﹤0.01% 399

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IAG Wealth Partners's XYL Position: Q2 2022 in Review

IAG Wealth Partners sold out of Xylem (XYL) in Q2 2022, closing a stake of 13 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in XYL in Q4 2019 and held it in 6 quarters. The position peaked at $12K in Q4 2020. 724 funds tracked by Wall St. Rank hold XYL as of Q2 2022.

  • IAG Wealth Partners reported no remaining Xylem position as of Q2 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 13 Xylem shares in Q2 2022, an estimated $1K.
  • IAG Wealth Partners first reported a position in Xylem in Q4 2019 and held it in 6 quarters.
  • IAG Wealth Partners's Xylem position peaked at $12K in Q4 2020.
  • 724 funds tracked by Wall St. Rank held Xylem as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.