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Tradition Wealth Management’s Xylem XYL Stock Holding History

Tradition 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
2024
Q1 		– Sell
-277
Closed -$32K – 1216
2023
Q4 		$32K Sell
277
-31
-10% -$3.09K ﹤0.01% 740
2023
Q3 		$28K Buy
308
+1
+0.3% +$103 ﹤0.01% 759
2023
Q2 		$35K Buy
+307
New +$32.5K ﹤0.01% 728
2021
Q1 		– Sell
-5
Closed -$1K – 1059
2020
Q4 		$1K Buy
+5
New +$470 ﹤0.01% 1019

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's XYL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Xylem (XYL) in Q1 2024, closing a stake of 277 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in XYL in Q4 2020 and held it in 4 quarters. The position peaked at $35K in Q2 2023. 987 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

  • Tradition Wealth Management reported no remaining Xylem position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 277 Xylem shares in Q1 2024, an estimated $32K.
  • Tradition Wealth Management first reported a position in Xylem in Q4 2020 and held it in 4 quarters.
  • Tradition Wealth Management's Xylem position peaked at $35K in Q2 2023.
  • 987 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.