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Moran Wealth Management’s Xylem XYL Stock Holding History

Moran 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
2024
Q2 		– Sell
-3,411
Closed -$441K – 437
2024
Q1 		$441K Buy
3,411
+165
+5% +$19.9K 0.01% 334
2023
Q4 		$371K Buy
3,246
+105
+3% +$10.5K 0.01% 348
2023
Q3 		$286K Sell
3,141
-286
-8% -$29.5K 0.01% 329
2023
Q2 		$386K Buy
+3,427
New +$362K 0.01% 319

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moran Wealth Management's XYL Position: Q2 2024 in Review

Moran Wealth Management sold out of Xylem (XYL) in Q2 2024, closing a stake of 3,411 shares — an estimated $441K sold.

Moran Wealth Management first reported a position in XYL in Q2 2023 and held it in 4 quarters. The position peaked at $441K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

  • Moran Wealth Management reported no remaining Xylem position as of Q2 2024 after selling out during the quarter.
  • Moran Wealth Management sold 3,411 Xylem shares in Q2 2024, an estimated $441K.
  • Moran Wealth Management first reported a position in Xylem in Q2 2023 and held it in 4 quarters.
  • Moran Wealth Management's Xylem position peaked at $441K in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.