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Laidlaw Wealth Management’s Xylem XYL Stock Holding History

Laidlaw 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
Q1 		– Sell
-1,808
Closed -$207K – 247
2023
Q4 		$207K Buy
+1,808
New +$180K 0.08% 226
2023
Q3 		– Sell
-1,808
Closed -$204K – 380
2023
Q2 		$204K Buy
+1,808
New +$191K 0.04% 326
2023
Q1 		– Sell
-1,886
Closed -$209K – 379
2022
Q4 		$209K Buy
+1,886
New +$198K 0.04% 330
2022
Q1 		– Sell
-1,966
Closed -$236K – 431
2021
Q4 		$236K Buy
1,966
+28
+1% +$3.48K 0.04% 355
2021
Q3 		$240K Buy
1,938
+131
+7% +$16.9K 0.06% 214
2021
Q2 		$217K Buy
+1,807
New +$206K 0.06% 237

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
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 $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laidlaw Wealth Management's XYL Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Xylem (XYL) in Q1 2024, closing a stake of 1,808 shares — an estimated $207K sold.

Laidlaw Wealth Management first reported a position in XYL in Q2 2021 and held it in 6 quarters. The position peaked at $240K in Q3 2021. 987 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Xylem position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,808 Xylem shares in Q1 2024, an estimated $207K.
  • Laidlaw Wealth Management first reported a position in Xylem in Q2 2021 and held it in 6 quarters.
  • Laidlaw Wealth Management's Xylem position peaked at $240K in Q3 2021.
  • 987 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.