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OneAscent Financial Services’s Xylem XYL Stock Holding History

OneAscent Financial 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
2020
Q3 		– Sell
-6,952
Closed -$452K – 205
2020
Q2 		$452K Sell
6,952
-587
-8% -$38.7K 0.3% 65
2020
Q1 		$491K Buy
7,539
+2,107
+39% +$166K 0.37% 36
2019
Q4 		$428K Buy
+5,432
New +$423K 0.24% 71

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

OneAscent Financial Services's XYL Position: Q3 2020 in Review

OneAscent Financial Services sold out of Xylem (XYL) in Q3 2020, closing a stake of 6,952 shares — an estimated $452K sold.

OneAscent Financial Services first reported a position in XYL in Q4 2019 and held it in 3 quarters. The position peaked at $491K in Q1 2020. 653 funds tracked by Wall St. Rank hold XYL as of Q3 2020.

  • OneAscent Financial Services reported no remaining Xylem position as of Q3 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 6,952 Xylem shares in Q3 2020, an estimated $452K.
  • OneAscent Financial Services first reported a position in Xylem in Q4 2019 and held it in 3 quarters.
  • OneAscent Financial Services's Xylem position peaked at $491K in Q1 2020.
  • 653 funds tracked by Wall St. Rank held Xylem as of Q3 2020.

Based on OneAscent Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.