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Regent Peak Wealth Advisors’s Xylem XYL Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-56
Closed -$6K – 1031
2020
Q4 		$6K Buy
+56
New +$5.26K ﹤0.01% 650

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's XYL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Xylem (XYL) in Q1 2021, closing a stake of 56 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in XYL in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 748 funds tracked by Wall St. Rank hold XYL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Xylem position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 56 Xylem shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in Xylem in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Xylem position peaked at $6K in Q4 2020.
  • 748 funds tracked by Wall St. Rank held Xylem as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.