SteelPeak Wealth’s Xylem XYL Stock Holding History

SteelPeak 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
2023 Q1	–	Sell	-3,109	Closed	-$344K	–	478
2022 Q4	$344K	Hold	3,109	–	–	0.03%	294
2022 Q3	$272K	Hold	3,109	–	–	0.02%	333
2022 Q2	$243K	Buy	+3,109	New	+$257K	0.02%	352

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SteelPeak Wealth's XYL Position: Q1 2023 in Review

SteelPeak Wealth sold out of Xylem (XYL) in Q1 2023, closing a stake of 3,109 shares — an estimated $344K sold.

SteelPeak Wealth first reported a position in XYL in Q2 2022 and held it in 3 quarters. The position peaked at $344K in Q4 2022. 839 funds tracked by Wall St. Rank hold XYL as of Q1 2023.

SteelPeak Wealth reported no remaining Xylem position as of Q1 2023 after selling out during the quarter.
SteelPeak Wealth sold 3,109 Xylem shares in Q1 2023, an estimated $344K.
SteelPeak Wealth first reported a position in Xylem in Q2 2022 and held it in 3 quarters.
SteelPeak Wealth's Xylem position peaked at $344K in Q4 2022.
839 funds tracked by Wall St. Rank held Xylem as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.