Legacy Financial Group (Iowa)’s Xylem XYL Stock Holding History

Legacy Financial Group (Iowa)’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	-866	Closed	-$78.8K	–	531
2023 Q3	$78.8K	Buy	+866	New	+$89.3K	0.02%	149

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XYL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Xylem (XYL) in Q4 2023, closing a stake of 866 shares — an estimated $78.8K sold.

Legacy Financial Group (Iowa) first reported a position in XYL in Q3 2023 and held it in 1 quarter. The position peaked at $78.8K in Q3 2023. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Xylem position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 866 Xylem shares in Q4 2023, an estimated $78.8K.
Legacy Financial Group (Iowa) first reported a position in Xylem in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s Xylem position peaked at $78.8K in Q3 2023.
922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.