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Reilly Financial Advisors’s Xylem XYL Stock Holding History

Reilly Financial 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
Q4 		$112K Sell
930
-210
-18% -$26.1K 0.01% 267
2021
Q3 		$141K Sell
1,140
-915
-45% -$118K 0.01% 229
2021
Q2 		$247K Sell
2,055
-125
-6% -$14.3K 0.02% 188
2021
Q1 		$229K Sell
2,180
-153,784
-99% -$15.6M 0.02% 184
2020
Q4 		$15.9M Buy
155,964
+1,337
+0.9% +$126K 1.49% 24
2020
Q3 		$13M Buy
154,627
+18,814
+14% +$1.46M 1.39% 25
2020
Q2 		$8.82M Buy
135,813
+3,455
+3% +$228K 1.04% 45
2020
Q1 		$8.62M Buy
132,358
+1,949
+1% +$154K 1.25% 37
2019
Q4 		$10.3M Buy
130,409
+11,481
+10% +$894K 1.17% 45
2019
Q3 		$9.47M Buy
118,928
+13,264
+13% +$1.04M 1.16% 45
2019
Q2 		$8.84M Buy
105,664
+105,602
+170,326% +$8.41M 1.11% 49
2019
Q1 		$5K Hold
62
– – ﹤0.01% 804
2018
Q4 		$4K Hold
62
– – ﹤0.01% 798
2018
Q3 		$5K Hold
62
– – ﹤0.01% 841
2018
Q2 		$4K Sell
62
-260
-81% -$18.9K ﹤0.01% 862
2018
Q1 		$25K Buy
322
+62
+24% +$4.58K ﹤0.01% 433
2017
Q4 		$18K Sell
260
-40
-13% -$2.66K ﹤0.01% 541
2017
Q3 		$19K Sell
300
-200
-40% -$12K ﹤0.01% 512
2017
Q2 		$28K Sell
500
-100
-17% -$5.21K ﹤0.01% 425
2017
Q1 		$30K Hold
600
– – ﹤0.01% 395
2016
Q4 		$30K Sell
600
-420
-41% -$21.3K 0.01% 371
2016
Q3 		$53K Sell
1,020
-82
-7% -$4.02K 0.01% 258
2016
Q2 		$49K Sell
1,102
-115
-9% -$5K 0.01% 257
2016
Q1 		$50K Sell
1,217
-231
-16% -$8.51K 0.01% 383
2015
Q4 		$53K Sell
1,448
-2,449
-63% -$88.6K 0.01% 387
2015
Q3 		$128K Sell
3,897
-3,259
-46% -$110K 0.02% 222
2015
Q2 		$265K Sell
7,156
-172,279
-96% -$6.27M 0.05% 162
2015
Q1 		$6.28M Buy
+179,435
New +$6.33M 1.11% 48
2014
Q1 		– Sell
-98,106
Closed -$3.39M – 871
2013
Q4 		$3.39M Sell
98,106
-54,271
-36% -$1.75M 0.83% 48
2013
Q3 		$4.29M Buy
152,377
+5,518
+4% +$147K 1.19% 42
2013
Q2 		$4.04M Buy
+146,859
New +$4.05M 1.2% 44

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's XYL Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Xylem (XYL) stake by 18% in Q4 2021, selling an estimated $26.1K and leaving 930 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #267.

Reilly Financial Advisors first reported a position in XYL in Q2 2013 and has held it in 31 quarters since. The position peaked at $15.9M in Q4 2020. 828 funds tracked by Wall St. Rank hold XYL as of Q4 2021.

  • Reilly Financial Advisors held 930 shares of Xylem worth $112K as of Q4 2021.
  • Reilly Financial Advisors sold 210 Xylem shares in Q4 2021, an estimated $26.1K.
  • Xylem made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #267 holding.
  • Reilly Financial Advisors first reported a position in Xylem in Q2 2013 and has held it in 31 quarters since.
  • Reilly Financial Advisors's Xylem position peaked at $15.9M in Q4 2020.
  • 828 funds tracked by Wall St. Rank held Xylem as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.