IBEX Wealth Advisors’s Xylem XYL Stock Holding History

IBEX 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
2021 Q3	–	Sell	-2,000	Closed	-$240K	–	447
2021 Q2	$240K	Buy	+2,000	New	+$228K	0.05%	160

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

PAMS

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

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

IBEX Wealth Advisors's XYL Position: Q3 2021 in Review

IBEX Wealth Advisors sold out of Xylem (XYL) in Q3 2021, closing a stake of 2,000 shares — an estimated $240K sold.

IBEX Wealth Advisors first reported a position in XYL in Q2 2021 and held it in 1 quarter. The position peaked at $240K in Q2 2021. 783 funds tracked by Wall St. Rank hold XYL as of Q3 2021.

IBEX Wealth Advisors reported no remaining Xylem position as of Q3 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 2,000 Xylem shares in Q3 2021, an estimated $240K.
IBEX Wealth Advisors first reported a position in Xylem in Q2 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Xylem position peaked at $240K in Q2 2021.
783 funds tracked by Wall St. Rank held Xylem as of Q3 2021.

Based on IBEX Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.