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	–	–	0.16%	85
2019 Q1	$395K	Hold	5,000	–	–	0.15%	84
2018 Q4	$334K	Hold	5,000	–	–	0.16%	88
2018 Q3	$399K	Hold	5,000	–	–	0.16%	85
2018 Q2	$336K	Hold	5,000	–	–	0.15%	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 $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group

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

Geode Capital Management

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

Bank of America

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

Baillie Gifford & Co

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