Patriot Financial Group Insurance Agency’s Xylem XYL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-162	Closed	-$13K	–	1981
2022 Q2	$13K	Hold	162	–	–	﹤0.01%	1165
2022 Q1	$14K	Hold	162	–	–	﹤0.01%	1243
2021 Q4	$19K	Hold	162	–	–	﹤0.01%	1249
2021 Q3	$20K	Hold	162	–	–	﹤0.01%	1225
2021 Q2	$19K	Hold	162	–	–	﹤0.01%	1216
2021 Q1	$17K	Hold	162	–	–	﹤0.01%	1178
2020 Q4	$16K	Hold	162	–	–	﹤0.01%	1069
2020 Q3	$14K	Hold	162	–	–	﹤0.01%	935
2020 Q2	$11K	Hold	162	–	–	﹤0.01%	962
2020 Q1	$11K	Buy	162 +1	+0.6%	+$79	0.01%	844
2019 Q4	$13K	Sell	161 -5	-3%	-$389	﹤0.01%	788
2019 Q3	$13K	Sell	166 -2	-1%	-$157	0.01%	759
2019 Q2	$14K	Hold	168	–	–	0.01%	741
2019 Q1	$13K	Buy	168 +7	+4%	+$511	0.01%	658
2018 Q4	$11K	Hold	161	–	–	0.01%	609
2018 Q3	$13K	Buy	161 +26	+19%	+$1.94K	0.01%	581
2018 Q2	$9K	Sell	135 -22	-14%	-$1.6K	0.01%	416
2018 Q1	$12K	Hold	157	–	–	0.01%	572
2017 Q4	$11K	Hold	157	–	–	0.01%	578
2017 Q3	$10K	Hold	157	–	–	0.01%	559
2017 Q2	$9K	Buy	157 +22	+16%	+$1.15K	0.01%	558
2017 Q1	$7K	Sell	135 -201	-60%	-$9.8K	0.01%	572
2016 Q4	$16K	Buy	+336	New	+$17K	0.02%	395

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 $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAMS

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

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

Amundi Paris, France $367B AUM 31.23% 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 $110B AUM 4.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XYL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Xylem (XYL) in Q3 2022, closing a stake of 162 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in XYL in Q4 2016 and held it in 23 quarters. The position peaked at $20K in Q3 2021. 741 funds tracked by Wall St. Rank hold XYL as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Xylem position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 162 Xylem shares in Q3 2022, an estimated $13K.
Patriot Financial Group Insurance Agency first reported a position in Xylem in Q4 2016 and held it in 23 quarters.
Patriot Financial Group Insurance Agency's Xylem position peaked at $20K in Q3 2021.
741 funds tracked by Wall St. Rank held Xylem as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.