Simplicity Wealth’s Xylem XYL Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-4,111	Closed	-$558K	–	1240
2024 Q2	$558K	Buy	4,111 +69	+2%	+$9.39K	0.01%	708
2024 Q1	$522K	Buy	+4,042	New	+$488K	0.01%	720

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Wealth's XYL Position: Q3 2024 in Review

Simplicity Wealth sold out of Xylem (XYL) in Q3 2024, closing a stake of 4,111 shares — an estimated $558K sold.

Simplicity Wealth first reported a position in XYL in Q1 2024 and held it in 2 quarters. The position peaked at $558K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

Simplicity Wealth reported no remaining Xylem position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 4,111 Xylem shares in Q3 2024, an estimated $558K.
Simplicity Wealth first reported a position in Xylem in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Xylem position peaked at $558K in Q2 2024.
1,016 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.