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Kapitalo Investimentos’s Xylem XYL Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-1,369
Closed -$125K – 742
2023
Q3 		$125K Buy
+1,369
New +$141K 0.02% 368
2023
Q2 		– Sell
-1,179
Closed -$123K – 724
2023
Q1 		$123K Buy
+1,179
New +$123K 0.04% 277

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kapitalo Investimentos's XYL Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Xylem (XYL) in Q4 2023, closing a stake of 1,369 shares — an estimated $125K sold.

Kapitalo Investimentos first reported a position in XYL in Q1 2023 and held it in 2 quarters. The position peaked at $125K in Q3 2023. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Xylem position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,369 Xylem shares in Q4 2023, an estimated $125K.
  • Kapitalo Investimentos first reported a position in Xylem in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Xylem position peaked at $125K in Q3 2023.
  • 922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.