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Provenance Wealth Advisors’s Xylem XYL Stock Holding History

Provenance Wealth 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
2025
Q1 		– Sell
-900
Closed -$104K – 586
2024
Q4 		$104K Hold
900
– – 0.01% 184
2024
Q3 		$122K Hold
900
– – 0.02% 173
2024
Q2 		$122K Hold
900
– – 0.02% 165
2024
Q1 		$116K Hold
900
– – 0.02% 171
2023
Q4 		$103K Hold
900
– – 0.01% 161
2023
Q3 		$81.9K Buy
+900
New +$92.8K 0.01% 152

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Provenance Wealth Advisors's XYL Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Xylem (XYL) in Q1 2025, closing a stake of 900 shares — an estimated $104K sold.

Provenance Wealth Advisors first reported a position in XYL in Q3 2023 and held it in 6 quarters. The position peaked at $122K in Q2 2024. 1,026 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 900 Xylem shares in Q1 2025, an estimated $104K.
  • Provenance Wealth Advisors first reported a position in Xylem in Q3 2023 and held it in 6 quarters.
  • Provenance Wealth Advisors's Xylem position peaked at $122K in Q2 2024.
  • 1,026 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.