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 $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Liberty Wealth Management's XYL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Xylem (XYL) in Q4 2021, closing a stake of 573 shares — an estimated $71K sold.

Liberty Wealth Management first reported a position in XYL in Q4 2018 and held it in 12 quarters. The position peaked at $71K in Q3 2021. 827 funds tracked by Wall St. Rank hold XYL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Xylem position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 573 Xylem shares in Q4 2021, an estimated $71K.
  • Liberty Wealth Management first reported a position in Xylem in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Xylem position peaked at $71K in Q3 2021.
  • 827 funds tracked by Wall St. Rank held Xylem as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.