LWM
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Liberty Wealth Management’s Xylem XYL Stock Holding History

Liberty 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
2021
Q4 		– Sell
-573
Closed -$71K – 1136
2021
Q3 		$71K Buy
573
+20
+4% +$2.57K 0.03% 353
2021
Q2 		$66K Buy
553
+1
+0.2% +$114 0.03% 276
2021
Q1 		$53K Hold
552
– – 0.03% 276
2020
Q4 		$53K Hold
552
– – 0.03% 273
2020
Q3 		$46K Hold
552
– – 0.03% 247
2020
Q2 		$36K Sell
552
-135
-20% -$8.91K 0.03% 274
2020
Q1 		$45K Buy
687
+18
+3% +$1.42K 0.04% 222
2019
Q4 		$53K Hold
669
– – 0.04% 235
2019
Q3 		$53K Buy
669
+117
+21% +$9.19K 0.05% 222
2019
Q2 		$46K Hold
552
– – 0.04% 260
2019
Q1 		$43K Buy
552
+19
+4% +$1.39K 0.03% 220
2018
Q4 		$35K Buy
+533
New +$36.9K 0.03% 235

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return