Paradigm Financial Advisors’s Xylem XYL Stock Holding History

Paradigm Financial Advisors’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	$444K	Hold	3,700	–	–	0.1%	128
2021 Q3	$458K	Hold	3,700	–	–	0.11%	122
2021 Q2	$444K	Hold	3,700	–	–	0.1%	129
2021 Q1	$389K	Hold	3,700	–	–	0.09%	135
2020 Q4	$377K	Hold	3,700	–	–	0.1%	117
2020 Q3	$311K	Hold	3,700	–	–	0.09%	98
2020 Q2	$240K	Sell	3,700 -1,300	-26%	-$85.8K	0.08%	121
2020 Q1	$326K	Hold	5,000	–	–	0.12%	89
2019 Q4	$394K	Hold	5,000	–	–	0.14%	92
2019 Q3	$398K	Hold	5,000	–	–	0.16%	87
2019 Q2	$418K	Hold	5,000	–	–	0.15%	85
2019 Q1	$395K	Hold	5,000	–	–	0.15%	84
2018 Q4	$334K	Hold	5,000	–	–	0.15%	88
2018 Q3	$399K	Hold	5,000	–	–	0.16%	85
2018 Q2	$336K	Hold	5,000	–	–	0.14%	87
2018 Q1	$384K	Hold	5,000	–	–	0.17%	86
2017 Q4	$341K	Hold	5,000	–	–	0.15%	82
2017 Q3	$313K	Hold	5,000	–	–	0.15%	83
2017 Q2	$277K	Hold	5,000	–	–	0.14%	86
2017 Q1	$251K	Hold	5,000	–	–	0.13%	92
2016 Q4	$247K	Buy	+5,000	New	+$253K	0.14%	88

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Paradigm Financial Advisors's XYL Position: Q4 2021 in Review

Paradigm Financial Advisors held its Xylem (XYL) position steady in Q4 2021 at 3,700 shares worth $444K. The position accounts for 0.1% of the portfolio, ranked #128.

Paradigm Financial Advisors first reported a position in XYL in Q4 2016 and has held it in 21 quarters since. The position peaked at $458K in Q3 2021. 827 funds tracked by Wall St. Rank hold XYL as of Q4 2021.

Paradigm Financial Advisors held 3,700 shares of Xylem worth $444K as of Q4 2021.
Paradigm Financial Advisors left its Xylem share count unchanged in Q4 2021.
Xylem made up 0.1% of Paradigm Financial Advisors's portfolio in Q4 2021, its #128 holding.
Paradigm Financial Advisors first reported a position in Xylem in Q4 2016 and has held it in 21 quarters since.
Paradigm Financial Advisors's Xylem position peaked at $458K in Q3 2021.
827 funds tracked by Wall St. Rank held Xylem as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.