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Schneider Downs Wealth Management Advisors’s Xylem XYL Stock Holding History

Schneider Downs Wealth Management 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
2022
Q3 		– Sell
-2,589
Closed -$202K – 144
2022
Q2 		$202K Hold
2,589
– – 0.06% 136
2022
Q1 		$221K Hold
2,589
– – 0.06% 137
2021
Q4 		$310K Sell
2,589
-86
-3% -$10.7K 0.07% 113
2021
Q3 		$331K Hold
2,675
– – 0.09% 99
2021
Q2 		$321K Hold
2,675
– – 0.08% 96
2021
Q1 		$281K Buy
+2,675
New +$271K 0.07% 99

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's XYL Position: Q3 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Xylem (XYL) in Q3 2022, closing a stake of 2,589 shares — an estimated $202K sold.

Schneider Downs Wealth Management Advisors first reported a position in XYL in Q1 2021 and held it in 6 quarters. The position peaked at $331K in Q3 2021. 740 funds tracked by Wall St. Rank hold XYL as of Q3 2022.

  • Schneider Downs Wealth Management Advisors reported no remaining Xylem position as of Q3 2022 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 2,589 Xylem shares in Q3 2022, an estimated $202K.
  • Schneider Downs Wealth Management Advisors first reported a position in Xylem in Q1 2021 and held it in 6 quarters.
  • Schneider Downs Wealth Management Advisors's Xylem position peaked at $331K in Q3 2021.
  • 740 funds tracked by Wall St. Rank held Xylem as of Q3 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.