Level Four Advisory Services’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,645
Closed -$887K 794
2024
Q4
$887K Buy
7,645
+301
+4% +$38.1K 0.04% 373
2024
Q3
$894K Buy
7,344
+1,020
+16% +$136K 0.04% 387
2024
Q2
$858K Buy
+6,324
New +$860K 0.04% 370

Other funds holding XYL

Level Four Advisory Services's XYL Position: Q1 2025 in Review

Level Four Advisory Services sold out of Xylem (XYL) in Q1 2025, closing a stake of 7,645 shares — an estimated $887K sold.

Level Four Advisory Services first reported a position in XYL in Q2 2024 and held it in 3 quarters. The position peaked at $894K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

  • Level Four Advisory Services reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
  • Level Four Advisory Services sold 7,645 Xylem shares in Q1 2025, an estimated $887K.
  • Level Four Advisory Services first reported a position in Xylem in Q2 2024 and held it in 3 quarters.
  • Level Four Advisory Services's Xylem position peaked at $894K in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Level Four Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.