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Realta Investment Advisors’s Xylem XYL Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-1,749
Closed -$237K – 787
2024
Q2 		$237K Buy
1,749
+103
+6% +$14K 0.05% 358
2024
Q1 		$213K Buy
+1,646
New +$199K 0.04% 391
2020
Q1 		– Sell
-1,208
Closed -$96K – 1440
2019
Q4 		$96K Sell
1,208
-78
-6% -$6.07K 0.03% 517
2019
Q3 		$102K Buy
1,286
+242
+23% +$19K 0.03% 497
2019
Q2 		$85K Buy
1,044
+303
+41% +$24.1K 0.02% 544
2019
Q1 		$59K Buy
+741
New +$54.1K 0.03% 510

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Realta Investment Advisors's XYL Position: Q3 2024 in Review

Realta Investment Advisors sold out of Xylem (XYL) in Q3 2024, closing a stake of 1,749 shares — an estimated $237K sold.

Realta Investment Advisors first reported a position in XYL in Q1 2019 and held it in 6 quarters. The position peaked at $237K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

  • Realta Investment Advisors reported no remaining Xylem position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,749 Xylem shares in Q3 2024, an estimated $237K.
  • Realta Investment Advisors first reported a position in Xylem in Q1 2019 and held it in 6 quarters.
  • Realta Investment Advisors's Xylem position peaked at $237K in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.