LWM
XLNX

Lyell Wealth Management’s Xilinx Inc XLNX Stock Holding History

Lyell Wealth Management’s Portfolio XLNX Stock Details XLNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13,641
Closed -$2.89M – 207
2021
Q4 		$2.89M Buy
13,641
+1,700
+14% +$335K 0.33% 75
2021
Q3 		$1.8M Buy
11,941
+2,300
+24% +$337K 0.22% 86
2021
Q2 		$1.39M Buy
9,641
+5
+0.1% +$636 0.17% 90
2021
Q1 		$1.19M Buy
9,636
+15
+0.2% +$2K 0.17% 88
2020
Q4 		$1.36M Buy
9,621
+9
+0.1% +$1.17K 0.22% 75
2020
Q3 		$1M Buy
9,612
+1,900
+25% +$195K 0.19% 78
2020
Q2 		$759K Sell
7,712
-100
-1% -$8.87K 0.17% 76
2020
Q1 		$609K Hold
7,812
– – 0.18% 78
2019
Q4 		$764K Sell
7,812
-3,400
-30% -$319K 0.2% 73
2019
Q3 		$1.07M Buy
11,212
+3,000
+37% +$328K 0.32% 69
2019
Q2 		$968K Buy
8,212
+100
+1% +$11.7K 0.29% 72
2019
Q1 		$1.03M Hold
8,112
– – 0.34% 68
2018
Q4 		$691K Hold
8,112
– – 0.29% 70
2018
Q3 		$650K Buy
8,112
+3,188
+65% +$233K 0.22% 79
2018
Q2 		$321K Hold
4,924
– – 0.12% 96
2018
Q1 		$356K Hold
4,924
– – 0.13% 90
2017
Q4 		$332K Hold
4,924
– – 0.13% 92
2017
Q3 		$349K Buy
+4,924
New +$322K 0.15% 91

Other funds holding XLNX

PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Lyell Wealth Management's XLNX Position: Q1 2022 in Review

Lyell Wealth Management sold out of Xilinx Inc (XLNX) in Q1 2022, closing a stake of 13,641 shares — an estimated $2.89M sold.

Lyell Wealth Management first reported a position in XLNX in Q3 2017 and held it in 18 quarters. The position peaked at $2.89M in Q4 2021. 4 funds tracked by Wall St. Rank hold XLNX as of Q1 2022.

  • Lyell Wealth Management reported no remaining Xilinx Inc position as of Q1 2022 after selling out during the quarter.
  • Lyell Wealth Management sold 13,641 Xilinx Inc shares in Q1 2022, an estimated $2.89M.
  • Lyell Wealth Management first reported a position in Xilinx Inc in Q3 2017 and held it in 18 quarters.
  • Lyell Wealth Management's Xilinx Inc position peaked at $2.89M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Xilinx Inc as of Q1 2022.

Based on Lyell Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.