Selective Wealth Management’s Xylem XYL Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-700	Closed	-$61K	–	752
2022 Q3	$61K	Hold	700	–	–	0.03%	271
2022 Q2	$55K	Hold	700	–	–	0.02%	309
2022 Q1	$60K	Hold	700	–	–	0.02%	275
2021 Q4	$84K	Hold	700	–	–	0.03%	216
2021 Q3	$87K	Hold	700	–	–	0.05%	200
2021 Q2	$84K	Hold	700	–	–	0.07%	133
2021 Q1	$74K	Hold	700	–	–	0.07%	101
2020 Q4	$71K	Hold	700	–	–	0.05%	95
2020 Q3	$59K	Hold	700	–	–	0.05%	90
2020 Q2	$45K	Buy	+700	New	+$46.2K	0.04%	113

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Selective Wealth Management's XYL Position: Q4 2022 in Review

Selective Wealth Management sold out of Xylem (XYL) in Q4 2022, closing a stake of 700 shares — an estimated $61K sold.

Selective Wealth Management first reported a position in XYL in Q2 2020 and held it in 10 quarters. The position peaked at $87K in Q3 2021. 818 funds tracked by Wall St. Rank hold XYL as of Q4 2022.

Selective Wealth Management reported no remaining Xylem position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 700 Xylem shares in Q4 2022, an estimated $61K.
Selective Wealth Management first reported a position in Xylem in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's Xylem position peaked at $87K in Q3 2021.
818 funds tracked by Wall St. Rank held Xylem as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.