PWG
XYL icon

Portside Wealth Group’s Xylem XYL Stock Holding History

Portside Wealth Group’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
Q4 		– Sell
-1,538
Closed -$208K – 446
2024
Q3 		$208K Sell
1,538
-13
-0.8% -$1.74K 0.04% 369
2024
Q2 		$210K Sell
1,551
-124
-7% -$16.9K 0.04% 334
2024
Q1 		$216K Sell
1,675
-76
-4% -$9.18K 0.04% 338
2023
Q4 		$200K Buy
+1,751
New +$175K 0.04% 340
2023
Q3 		– Sell
-1,797
Closed -$202K – 394
2023
Q2 		$202K Buy
+1,797
New +$190K 0.04% 322

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Portside Wealth Group's XYL Position: Q4 2024 in Review

Portside Wealth Group sold out of Xylem (XYL) in Q4 2024, closing a stake of 1,538 shares — an estimated $208K sold.

Portside Wealth Group first reported a position in XYL in Q2 2023 and held it in 5 quarters. The position peaked at $216K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Portside Wealth Group reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
  • Portside Wealth Group sold 1,538 Xylem shares in Q4 2024, an estimated $208K.
  • Portside Wealth Group first reported a position in Xylem in Q2 2023 and held it in 5 quarters.
  • Portside Wealth Group's Xylem position peaked at $216K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Portside Wealth Group's 13F filing for Q4 2024, filed 15 Jan 2025.