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MinichMacGregor Wealth Management’s Xylem XYL Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-100
Closed -$11.1K – 677
2022
Q4 		$11.1K Buy
+100
New +$10.5K ﹤0.01% 394
2018
Q4 		– Sell
-263
Closed -$21K – 537
2018
Q3 		$21K Sell
263
-8
-3% -$597 0.01% 214
2018
Q2 		$18K Hold
271
– – 0.01% 227
2018
Q1 		$20K Sell
271
-11
-4% -$813 0.02% 214
2017
Q4 		$19K Sell
282
-2
-0.7% -$133 0.01% 212
2017
Q3 		$17K Sell
284
-35
-11% -$2.09K 0.01% 218
2017
Q2 		$17K Sell
319
-4
-1% -$208 0.01% 210
2017
Q1 		$16K Sell
323
-11
-3% -$536 0.01% 212
2016
Q4 		$16K Buy
334
+74
+28% +$3.75K 0.02% 199
2016
Q3 		$13K Sell
260
-84
-24% -$4.12K 0.01% 239
2016
Q2 		$15K Sell
344
-1
-0.3% -$43 0.01% 207
2016
Q1 		$14K Buy
345
+133
+63% +$4.9K 0.01% 211
2015
Q4 		$7K Buy
+212
New +$7.67K 0.01% 273

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

MinichMacGregor Wealth Management's XYL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Xylem (XYL) in Q1 2023, closing a stake of 100 shares — an estimated $11.1K sold.

MinichMacGregor Wealth Management first reported a position in XYL in Q4 2015 and held it in 13 quarters. The position peaked at $21K in Q3 2018. 839 funds tracked by Wall St. Rank hold XYL as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Xylem position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 100 Xylem shares in Q1 2023, an estimated $11.1K.
  • MinichMacGregor Wealth Management first reported a position in Xylem in Q4 2015 and held it in 13 quarters.
  • MinichMacGregor Wealth Management's Xylem position peaked at $21K in Q3 2018.
  • 839 funds tracked by Wall St. Rank held Xylem as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.