Janiczek Wealth Management’s Xylem XYL Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$7.73K	Sell	57 -23	-29%	-$3.13K	﹤0.01%	688
2024 Q1	$10.3K	Hold	80	–	–	﹤0.01%	674
2023 Q4	$9.15K	Sell	80 -19	-19%	-$1.9K	﹤0.01%	673
2023 Q3	$9.01K	Hold	99	–	–	﹤0.01%	653
2023 Q2	$11.2K	Hold	99	–	–	﹤0.01%	551
2023 Q1	$10.3K	Buy	99 +36	+57%	+$3.76K	﹤0.01%	559
2022 Q4	$7.32K	Buy	+63	New	+$6.6K	﹤0.01%	612
2022 Q2	–	Sell	-15	Closed	-$1K	–	1088
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	919
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	862
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	838
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	796
2021 Q1	$2K	Buy	+15	New	+$1.52K	﹤0.01%	758

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janiczek Wealth Management's XYL Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Xylem (XYL) stake by 29% in Q2 2024, selling an estimated $3.13K and leaving 57 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Janiczek Wealth Management first reported a position in XYL in Q1 2021 and has held it in 12 quarters since. The position peaked at $11.2K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

Janiczek Wealth Management held 57 shares of Xylem worth $7.73K as of Q2 2024.
Janiczek Wealth Management sold 23 Xylem shares in Q2 2024, an estimated $3.13K.
Xylem made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #688 holding.
Janiczek Wealth Management first reported a position in Xylem in Q1 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's Xylem position peaked at $11.2K in Q2 2023.
1,033 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.