TRUE Private Wealth Advisors’s Xylem XYL Stock Holding History

TRUE Private Wealth Advisors’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 Q3	–	Sell	-1,956	Closed	-$265K	–	287
2024 Q2	$265K	Buy	1,956 +1	+0.1%	+$136	0.03%	238
2024 Q1	$253K	Hold	1,955	–	–	0.03%	253
2023 Q4	$224K	Buy	+1,955	New	+$195K	0.03%	264
2023 Q3	–	Sell	-2,140	Closed	-$241K	–	272
2023 Q2	$241K	Buy	2,140 +56	+3%	+$5.92K	0.04%	205
2023 Q1	$218K	Hold	2,084	–	–	0.03%	211
2022 Q4	$230K	Buy	+2,084	New	+$218K	0.04%	199
2022 Q1	–	Sell	-2,123	Closed	-$254K	–	279
2021 Q4	$254K	Buy	2,123 +168	+9%	+$20.9K	0.04%	221
2021 Q3	$241K	Hold	1,955	–	–	0.04%	211
2021 Q2	$234K	Sell	1,955 -276	-12%	-$31.5K	0.03%	206
2021 Q1	$235K	Buy	2,231 +276	+14%	+$28K	0.04%	204
2020 Q4	$198K	Hold	1,955	–	–	0.03%	200
2020 Q3	$164K	Hold	1,955	–	–	0.03%	201
2020 Q2	$126K	Hold	1,955	–	–	0.02%	216
2020 Q1	$127K	Hold	1,955	–	–	0.03%	183
2019 Q4	$154K	Buy	+1,955	New	+$152K	0.02%	245
2018 Q4	–	Sell	-304	Closed	-$24.3K	–	938
2018 Q3	$24.3K	Buy	+304	New	+$22.7K	﹤0.01%	571

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRUE Private Wealth Advisors's XYL Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Xylem (XYL) in Q3 2024, closing a stake of 1,956 shares — an estimated $265K sold.

TRUE Private Wealth Advisors first reported a position in XYL in Q3 2018 and held it in 16 quarters. The position peaked at $265K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Xylem position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,956 Xylem shares in Q3 2024, an estimated $265K.
TRUE Private Wealth Advisors first reported a position in Xylem in Q3 2018 and held it in 16 quarters.
TRUE Private Wealth Advisors's Xylem position peaked at $265K in Q2 2024.
1,016 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.