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Sowell Financial Services’s Xylem XYL Stock Holding History

Sowell Financial Services’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
-2,622
Closed -$311K – 2793
2021
Q1 		$311K Buy
2,622
+272
+12% +$27.6K 0.01% 834
2020
Q4 		$239K Buy
2,350
+211
+10% +$19.8K 0.01% 778
2020
Q3 		$180K Sell
2,139
-87
-4% -$6.77K 0.01% 769
2020
Q2 		$145K Buy
2,226
+2,173
+4,100% +$143K 0.01% 847
2020
Q1 		$3K Buy
53
+3
+6% +$236 ﹤0.01% 2023
2019
Q4 		$4K Sell
50
-36
-42% -$2.8K ﹤0.01% 2018
2019
Q3 		$7K Buy
+86
New +$6.76K ﹤0.01% 1659

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 $3.37T AUM 44.26% 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

Sowell Financial Services's XYL Position: Q2 2021 in Review

Sowell Financial Services sold out of Xylem (XYL) in Q2 2021, closing a stake of 2,622 shares — an estimated $311K sold.

Sowell Financial Services first reported a position in XYL in Q3 2019 and held it in 7 quarters. The position peaked at $311K in Q1 2021. 773 funds tracked by Wall St. Rank hold XYL as of Q2 2021.

  • Sowell Financial Services reported no remaining Xylem position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,622 Xylem shares in Q2 2021, an estimated $311K.
  • Sowell Financial Services first reported a position in Xylem in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Xylem position peaked at $311K in Q1 2021.
  • 773 funds tracked by Wall St. Rank held Xylem as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.