Lenox Wealth Advisors’s Xylem XYL Stock Holding History

Lenox Wealth 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
2021 Q4	–	Sell	-6	Closed	-$1K	–	1016
2021 Q3	$1K	Buy	+6	New	+$772	﹤0.01%	698
2021 Q2	–	Sell	-6	Closed	-$1K	–	810
2021 Q1	$1K	Buy	+6	New	+$608	﹤0.01%	660
2020 Q2	–	Sell	-166	Closed	-$11K	–	811
2020 Q1	$11K	Buy	+166	New	+$13.1K	﹤0.01%	335
2019 Q2	–	Sell	-55	Closed	-$4K	–	586
2019 Q1	$4K	Hold	55	–	–	﹤0.01%	421
2018 Q4	$4K	Hold	55	–	–	﹤0.01%	306
2018 Q3	$4K	Sell	55 -241	-81%	-$18K	﹤0.01%	325
2018 Q2	$20K	Buy	296 +241	+438%	+$17.5K	﹤0.01%	262
2018 Q1	$4K	Hold	55	–	–	﹤0.01%	439
2017 Q4	$4K	Buy	+55	New	+$3.65K	﹤0.01%	256
2016 Q1	–	Sell	-25	Closed	-$1K	–	423
2015 Q4	$1K	Buy	+25	New	+$904	﹤0.01%	439

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Lenox Wealth Advisors's XYL Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of Xylem (XYL) in Q4 2021, closing a stake of 6 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in XYL in Q4 2015 and held it in 10 quarters. The position peaked at $20K in Q2 2018. 828 funds tracked by Wall St. Rank hold XYL as of Q4 2021.

Lenox Wealth Advisors reported no remaining Xylem position as of Q4 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 6 Xylem shares in Q4 2021, an estimated $1K.
Lenox Wealth Advisors first reported a position in Xylem in Q4 2015 and held it in 10 quarters.
Lenox Wealth Advisors's Xylem position peaked at $20K in Q2 2018.
828 funds tracked by Wall St. Rank held Xylem as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.