Next Financial Group’s Xylem XYL Stock Holding History

Next Financial Group’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	$12K	Hold	102	–	–	﹤0.01%	2129
2021 Q3	$12K	Buy	102 +70	+219%	+$9.01K	﹤0.01%	1992
2021 Q2	$4K	Buy	+32	New	+$3.65K	﹤0.01%	2280
2020 Q2	–	Sell	-2,213	Closed	-$144K	–	1918
2020 Q1	$144K	Sell	2,213 -388	-15%	-$30.6K	0.02%	642
2019 Q4	$205K	Sell	2,601 -79	-3%	-$6.15K	0.02%	693
2019 Q3	$213K	Sell	2,680 -508	-16%	-$39.9K	0.02%	648
2019 Q2	$267K	Buy	3,188 +9	+0.3%	+$717	0.03%	560
2019 Q1	$251K	Buy	+3,179	New	+$232K	0.06%	308
2016 Q3	–	Sell	-133	Closed	-$5K	–	2446
2016 Q2	$5K	Hold	133	–	–	﹤0.01%	1421
2016 Q1	$5K	Buy	+133	New	+$4.9K	﹤0.01%	1381
2015 Q1	–	Sell	-132	Closed	-$5K	–	1977
2014 Q4	$5K	Hold	132	–	–	﹤0.01%	1519
2014 Q3	$5K	Buy	+132	New	+$4.91K	﹤0.01%	2076

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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 London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's XYL Position: Q4 2021 in Review

Next Financial Group held its Xylem (XYL) position steady in Q4 2021 at 102 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Next Financial Group first reported a position in XYL in Q3 2014 and has held it in 12 quarters since. The position peaked at $267K in Q2 2019. 827 funds tracked by Wall St. Rank hold XYL as of Q4 2021.

Next Financial Group held 102 shares of Xylem worth $12K as of Q4 2021.
Next Financial Group left its Xylem share count unchanged in Q4 2021.
Xylem made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2129 holding.
Next Financial Group first reported a position in Xylem in Q3 2014 and has held it in 12 quarters since.
Next Financial Group's Xylem position peaked at $267K in Q2 2019.
827 funds tracked by Wall St. Rank held Xylem as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.