IFP Advisors’s Xylo Technologies XYLO Stock Holding History

IFP Advisors’s Portfolio XYLO Stock Details XYLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-13	Closed	-$1K	–	3504
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	3163
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	2967
2021 Q1	$1K	Buy	+13	New	+$1.38K	﹤0.01%	2900

Other funds holding XYLO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IFP Advisors's XYLO Position: Q4 2021 in Review

IFP Advisors sold out of Xylo Technologies (XYLO) in Q4 2021, closing a stake of 13 shares — an estimated $1K sold.

IFP Advisors first reported a position in XYLO in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 9 funds tracked by Wall St. Rank hold XYLO as of Q4 2021.

IFP Advisors reported no remaining Xylo Technologies position as of Q4 2021 after selling out during the quarter.
IFP Advisors sold 13 Xylo Technologies shares in Q4 2021, an estimated $1K.
IFP Advisors first reported a position in Xylo Technologies in Q1 2021 and held it in 3 quarters.
IFP Advisors's Xylo Technologies position peaked at $1K in Q3 2021.
9 funds tracked by Wall St. Rank held Xylo Technologies as of Q4 2021.

Based on IFP Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.