PRW Wealth Management’s Xylem XYL Stock Holding History

PRW Wealth Management’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 Q3	–	Sell	-29,659	Closed	-$3.56M	–	302
2021 Q2	$3.56M	Buy	+29,659	New	+$3.39M	1.05%	15

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 $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

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

PRW Wealth Management's XYL Position: Q3 2021 in Review

PRW Wealth Management sold out of Xylem (XYL) in Q3 2021, closing a stake of 29,659 shares — an estimated $3.56M sold.

PRW Wealth Management first reported a position in XYL in Q2 2021 and held it in 1 quarter. The position peaked at $3.56M in Q2 2021. 785 funds tracked by Wall St. Rank hold XYL as of Q3 2021.

PRW Wealth Management reported no remaining Xylem position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 29,659 Xylem shares in Q3 2021, an estimated $3.56M.
PRW Wealth Management first reported a position in Xylem in Q2 2021 and held it in 1 quarter.
PRW Wealth Management's Xylem position peaked at $3.56M in Q2 2021.
785 funds tracked by Wall St. Rank held Xylem as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.