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One Wealth Management Investment & Advisory Services’s Xylem XYL Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-1,548
Closed -$210K – 136
2024
Q2 		$210K Sell
1,548
-173
-10% -$23.5K 0.08% 123
2024
Q1 		$222K Buy
+1,721
New +$208K 0.09% 123

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

One Wealth Management Investment & Advisory Services's XYL Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Xylem (XYL) in Q3 2024, closing a stake of 1,548 shares — an estimated $210K sold.

One Wealth Management Investment & Advisory Services first reported a position in XYL in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 1,017 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Xylem position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,548 Xylem shares in Q3 2024, an estimated $210K.
  • One Wealth Management Investment & Advisory Services first reported a position in Xylem in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's Xylem position peaked at $222K in Q1 2024.
  • 1,017 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.