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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JNBA Financial Advisors's XYL Position: Q1 2024 in Review

JNBA Financial Advisors sold out of Xylem (XYL) in Q1 2024, closing a stake of 150 shares — an estimated $17.2K sold.

JNBA Financial Advisors first reported a position in XYL in Q2 2013 and held it in 14 quarters. The position peaked at $17.2K in Q4 2023. 990 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

JNBA Financial Advisors reported no remaining Xylem position as of Q1 2024 after selling out during the quarter.
JNBA Financial Advisors sold 150 Xylem shares in Q1 2024, an estimated $17.2K.
JNBA Financial Advisors first reported a position in Xylem in Q2 2013 and held it in 14 quarters.
JNBA Financial Advisors's Xylem position peaked at $17.2K in Q4 2023.
990 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.