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ShoreHaven Wealth Partners’s Xylem XYL Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-23
Closed -$2K – 263
2021
Q1 		$2K Hold
23
– – ﹤0.01% 264
2020
Q4 		$2K Buy
+23
New +$2.16K ﹤0.01% 231

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ShoreHaven Wealth Partners's XYL Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Xylem (XYL) in Q2 2021, closing a stake of 23 shares — an estimated $2K sold.

ShoreHaven Wealth Partners first reported a position in XYL in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 773 funds tracked by Wall St. Rank hold XYL as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Xylem position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 23 Xylem shares in Q2 2021, an estimated $2K.
  • ShoreHaven Wealth Partners first reported a position in Xylem in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Xylem position peaked at $2K in Q1 2021.
  • 773 funds tracked by Wall St. Rank held Xylem as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.