Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,161
Closed -$247K 57
2023
Q4
$247K Buy
+2,161
New +$216K 0.16% 37
2023
Q3
Sell
-1,904
Closed -$214K 52
2023
Q2
$214K Buy
+1,904
New +$201K 0.17% 42
2022
Q3
Sell
-3,287
Closed -$257K 55
2022
Q2
$257K Buy
3,287
+281
+9% +$23.2K 0.24% 34
2022
Q1
$256K Buy
3,006
+432
+17% +$41.4K 0.19% 47
2021
Q4
$309K Buy
+2,574
New +$319K 0.27% 37

Other funds holding XYL

IMPACTfolio's XYL Position: Q1 2024 in Review

IMPACTfolio sold out of Xylem (XYL) in Q1 2024, closing a stake of 2,161 shares — an estimated $247K sold.

IMPACTfolio first reported a position in XYL in Q4 2021 and held it in 5 quarters. The position peaked at $309K in Q4 2021. 987 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

  • IMPACTfolio reported no remaining Xylem position as of Q1 2024 after selling out during the quarter.
  • IMPACTfolio sold 2,161 Xylem shares in Q1 2024, an estimated $247K.
  • IMPACTfolio first reported a position in Xylem in Q4 2021 and held it in 5 quarters.
  • IMPACTfolio's Xylem position peaked at $309K in Q4 2021.
  • 987 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on IMPACTfolio's 13F filing for Q1 2024, filed 1 Apr 2024.