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Ironwood Wealth Management (West Virginia)’s Xylem XYL Stock Holding History

Ironwood Wealth Management (West Virginia)’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
-472
Closed -$57K – 42
2021
Q2 		$57K Buy
+472
New +$53.9K 0.04% 15

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s XYL Position: Q3 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of Xylem (XYL) in Q3 2021, closing a stake of 472 shares — an estimated $57K sold.

Ironwood Wealth Management (West Virginia) first reported a position in XYL in Q2 2021 and held it in 1 quarter. The position peaked at $57K in Q2 2021. 784 funds tracked by Wall St. Rank hold XYL as of Q3 2021.

  • Ironwood Wealth Management (West Virginia) reported no remaining Xylem position as of Q3 2021 after selling out during the quarter.
  • Ironwood Wealth Management (West Virginia) sold 472 Xylem shares in Q3 2021, an estimated $57K.
  • Ironwood Wealth Management (West Virginia) first reported a position in Xylem in Q2 2021 and held it in 1 quarter.
  • Ironwood Wealth Management (West Virginia)'s Xylem position peaked at $57K in Q2 2021.
  • 784 funds tracked by Wall St. Rank held Xylem as of Q3 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2021, filed 21 Oct 2021.