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TFO Wealth Partners’s Xylem XYL Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$388 – 770
2024
Q1 		$388 Hold
3
– – ﹤0.01% 322
2023
Q4 		$343 Sell
3
-193
-98% -$19.3K ﹤0.01% 466
2023
Q3 		$22.1K Hold
196
– – ﹤0.01% 144
2023
Q2 		$22.1K Buy
196
+194
+9,700% +$20.5K ﹤0.01% 133
2023
Q1 		$209 Hold
2
– – ﹤0.01% 465
2022
Q4 		$143 Buy
+2
New +$210 ﹤0.01% 697
2022
Q3 		– Sell
-12
Closed -$1K – 510
2022
Q2 		$1K Buy
+12
New +$991 ﹤0.01% 485

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TFO Wealth Partners's XYL Position: Q2 2024 in Review

TFO Wealth Partners sold out of Xylem (XYL) in Q2 2024, closing a stake of 3 shares — an estimated $388 sold.

TFO Wealth Partners first reported a position in XYL in Q2 2022 and held it in 7 quarters. The position peaked at $22.1K in Q3 2023. 1,035 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

  • TFO Wealth Partners reported no remaining Xylem position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Xylem shares in Q2 2024, an estimated $388.
  • TFO Wealth Partners first reported a position in Xylem in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Xylem position peaked at $22.1K in Q3 2023.
  • 1,035 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.