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James Reed Financial Services’s Xylem XYL Stock Holding History

James Reed Financial Services’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
Q1 		– Sell
-217
Closed -$26K – 179
2021
Q4 		$26K Buy
+217
New +$26.9K 0.02% 70

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

James Reed Financial Services's XYL Position: Q1 2022 in Review

James Reed Financial Services sold out of Xylem (XYL) in Q1 2022, closing a stake of 217 shares — an estimated $26K sold.

James Reed Financial Services first reported a position in XYL in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 759 funds tracked by Wall St. Rank hold XYL as of Q1 2022.

  • James Reed Financial Services reported no remaining Xylem position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 217 Xylem shares in Q1 2022, an estimated $26K.
  • James Reed Financial Services first reported a position in Xylem in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Xylem position peaked at $26K in Q4 2021.
  • 759 funds tracked by Wall St. Rank held Xylem as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.