JFA
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JNBA Financial Advisors’s Xylem XYL Stock Holding History

JNBA Financial Advisors’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
Q1 		– Sell
-150
Closed -$17.2K – 733
2023
Q4 		$17.2K Hold
150
– – ﹤0.01% 409
2023
Q3 		$13.7K Buy
+150
New +$15.5K ﹤0.01% 428
2022
Q4 		– Sell
-10
Closed -$1K – 706
2022
Q3 		$1K Buy
+10
New +$909 ﹤0.01% 673
2016
Q4 		– Sell
-205
Closed -$11K – 1377
2016
Q3 		$11K Buy
+205
New +$10.1K ﹤0.01% 999
2015
Q4 		– Sell
-33
Closed -$1K – 548
2015
Q3 		$1K Hold
33
– – ﹤0.01% 510
2015
Q2 		$1K Hold
33
– – ﹤0.01% 510
2015
Q1 		$1K Hold
33
– – ﹤0.01% 513
2014
Q4 		$1K Hold
33
– – ﹤0.01% 526
2014
Q3 		$1K Hold
33
– – ﹤0.01% 565
2014
Q2 		$1K Hold
33
– – ﹤0.01% 489
2014
Q1 		$1K Hold
33
– – ﹤0.01% 459
2013
Q4 		$1K Hold
33
– – ﹤0.01% 420
2013
Q3 		$1K Hold
33
– – ﹤0.01% 408
2013
Q2 		$1K Buy
+33
New +$911 ﹤0.01% 363

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return