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Spartan Planning & Wealth Management’s Xylem XYL Stock Holding History

Spartan Planning & 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
2023
Q4 		$105K Buy
+916
New +$91.4K 0.11% 89
2022
Q4 		$362K Buy
+3,276
New +$343K 0.45% 36

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spartan Planning & Wealth Management's XYL Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Xylem (XYL) in Q4 2023: 916 shares worth $105K. The stake represents 0.11% of the portfolio and ranks #89 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in XYL as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in XYL in Q4 2022 and has held it in 2 quarters since. The position peaked at $362K in Q4 2022. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

  • Spartan Planning & Wealth Management held 916 shares of Xylem worth $105K as of Q4 2023.
  • Xylem was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Xylem made up 0.11% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #89 holding.
  • Spartan Planning & Wealth Management first reported a position in Xylem in Q4 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Xylem position peaked at $362K in Q4 2022.
  • 922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.