Ropes Wealth Advisors’s Xylem XYL Stock Holding History

Ropes 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	-1,048	Closed	-$107K	–	816
2020 Q4	$107K	Buy	1,048 +32	+3%	+$3.01K	0.02%	307
2020 Q3	$85K	Hold	1,016	–	–	0.02%	286
2020 Q2	$66K	Hold	1,016	–	–	0.01%	288
2020 Q1	$66K	Hold	1,016	–	–	0.02%	258
2019 Q4	$80K	Hold	1,016	–	–	0.02%	293
2019 Q3	$81K	Hold	1,016	–	–	0.02%	293
2019 Q2	$85K	Hold	1,016	–	–	0.02%	290
2019 Q1	$80K	Hold	1,016	–	–	0.02%	287
2018 Q4	$68K	Hold	1,016	–	–	0.02%	287
2018 Q3	$81K	Hold	1,016	–	–	0.02%	294
2018 Q2	$68K	Hold	1,016	–	–	0.02%	321
2018 Q1	$78K	Hold	1,016	–	–	0.02%	291
2017 Q4	$69K	Hold	1,016	–	–	0.02%	314
2017 Q3	$64K	Buy	1,016 +200	+25%	+$12K	0.02%	305
2017 Q2	$45K	Sell	816 -212	-21%	-$11K	0.01%	343
2017 Q1	$52K	Buy	1,028 +12	+1%	+$585	0.02%	327
2016 Q4	$50K	Buy	1,016 +200	+25%	+$10.1K	0.02%	316
2016 Q3	$43K	Hold	816	–	–	0.01%	292
2016 Q2	$36K	Sell	816 -38	-4%	-$1.65K	0.01%	294
2016 Q1	$35K	Buy	854 +38	+5%	+$1.4K	0.02%	244
2015 Q4	$30K	Buy	+816	New	+$29.5K	0.01%	277

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ropes Wealth Advisors's XYL Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Xylem (XYL) in Q1 2021, closing a stake of 1,048 shares — an estimated $107K sold.

Ropes Wealth Advisors first reported a position in XYL in Q4 2015 and held it in 21 quarters. The position peaked at $107K in Q4 2020. 749 funds tracked by Wall St. Rank hold XYL as of Q1 2021.

Ropes Wealth Advisors reported no remaining Xylem position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1,048 Xylem shares in Q1 2021, an estimated $107K.
Ropes Wealth Advisors first reported a position in Xylem in Q4 2015 and held it in 21 quarters.
Ropes Wealth Advisors's Xylem position peaked at $107K in Q4 2020.
749 funds tracked by Wall St. Rank held Xylem as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.