SPIA
XYLO

Steward Partners Investment Advisory’s Xylo Technologies XYLO Stock Holding History

Steward Partners Investment Advisory’s Portfolio XYLO Stock Details XYLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-25
Closed -$1K – 3409
2022
Q2 		$1K Hold
25
– – ﹤0.01% 3186
2022
Q1 		$1K Hold
25
– – ﹤0.01% 3237
2021
Q4 		$1K Hold
25
– – ﹤0.01% 3138
2021
Q3 		$2K Hold
25
– – ﹤0.01% 3021
2021
Q2 		$2K Hold
25
– – ﹤0.01% 6905
2021
Q1 		$2.25K Hold
25
– – ﹤0.01% 3208
2020
Q4 		$2K Buy
+25
New +$2.14K ﹤0.01% 2742
2020
Q3 		– Sell
-50
Closed -$3K – 2871
2020
Q2 		$3K Hold
50
– – ﹤0.01% 2430
2020
Q1 		$1K Hold
50
– – ﹤0.01% 2439
2019
Q4 		$3K Hold
50
– – ﹤0.01% 2384
2019
Q3 		$3K Hold
50
– – ﹤0.01% 2383
2019
Q2 		$4K Buy
+50
New +$5.36K ﹤0.01% 2305
2018
Q4 		– Sell
-25
Closed -$3K – 2219
2018
Q3 		$3K Buy
+25
New +$3.47K ﹤0.01% 2305

Other funds holding XYLO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's XYLO Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Xylo Technologies (XYLO) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in XYLO in Q3 2018 and held it in 13 quarters. The position peaked at $4K in Q2 2019. 6 funds tracked by Wall St. Rank hold XYLO as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining Xylo Technologies position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 25 Xylo Technologies shares in Q3 2022, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Xylo Technologies in Q3 2018 and held it in 13 quarters.
  • Steward Partners Investment Advisory's Xylo Technologies position peaked at $4K in Q2 2019.
  • 6 funds tracked by Wall St. Rank held Xylo Technologies as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.