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SFMG Wealth Advisors’s Xylem XYL Stock Holding History

SFMG 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
2022
Q1 		– Sell
-2,279
Closed -$273K – 328
2021
Q4 		$273K Sell
2,279
-91
-4% -$11.3K 0.03% 217
2021
Q3 		$293K Hold
2,370
– – 0.03% 197
2021
Q2 		$284K Buy
2,370
+423
+22% +$48.3K 0.03% 204
2021
Q1 		$205K Buy
+1,947
New +$197K 0.02% 222

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SFMG Wealth Advisors's XYL Position: Q1 2022 in Review

SFMG Wealth Advisors sold out of Xylem (XYL) in Q1 2022, closing a stake of 2,279 shares — an estimated $273K sold.

SFMG Wealth Advisors first reported a position in XYL in Q1 2021 and held it in 4 quarters. The position peaked at $293K in Q3 2021. 759 funds tracked by Wall St. Rank hold XYL as of Q1 2022.

  • SFMG Wealth Advisors reported no remaining Xylem position as of Q1 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,279 Xylem shares in Q1 2022, an estimated $273K.
  • SFMG Wealth Advisors first reported a position in Xylem in Q1 2021 and held it in 4 quarters.
  • SFMG Wealth Advisors's Xylem position peaked at $293K in Q3 2021.
  • 759 funds tracked by Wall St. Rank held Xylem as of Q1 2022.

Based on SFMG Wealth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.