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Kore Private Wealth’s Xylem XYL Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-298
Closed -$19K – 1110
2020
Q2 		$19K Sell
298
-99
-25% -$6.53K ﹤0.01% 660
2020
Q1 		$26K Buy
397
+96
+32% +$7.57K 0.01% 550
2019
Q4 		$24K Buy
+301
New +$23.4K ﹤0.01% 608

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kore Private Wealth's XYL Position: Q3 2020 in Review

Kore Private Wealth sold out of Xylem (XYL) in Q3 2020, closing a stake of 298 shares — an estimated $19K sold.

Kore Private Wealth first reported a position in XYL in Q4 2019 and held it in 3 quarters. The position peaked at $26K in Q1 2020. 653 funds tracked by Wall St. Rank hold XYL as of Q3 2020.

  • Kore Private Wealth reported no remaining Xylem position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 298 Xylem shares in Q3 2020, an estimated $19K.
  • Kore Private Wealth first reported a position in Xylem in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Xylem position peaked at $26K in Q1 2020.
  • 653 funds tracked by Wall St. Rank held Xylem as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.