TrueWealth LLC’s Xylem XYL Stock Holding History

TrueWealth LLC’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
2020 Q1	–	Sell	-77	Closed	-$6K	–	802
2019 Q4	$6K	Hold	77	–	–	﹤0.01%	554
2019 Q3	$6K	Hold	77	–	–	﹤0.01%	550
2019 Q2	$6K	Hold	77	–	–	﹤0.01%	551
2019 Q1	$6K	Hold	77	–	–	﹤0.01%	555
2018 Q4	$5K	Hold	77	–	–	﹤0.01%	565
2018 Q3	$6K	Hold	77	–	–	﹤0.01%	590
2018 Q2	$5K	Hold	77	–	–	﹤0.01%	630
2018 Q1	$6K	Hold	77	–	–	﹤0.01%	554
2017 Q4	$5K	Buy	+77	New	+$5.11K	﹤0.01%	673

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

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TrueWealth LLC's XYL Position: Q1 2020 in Review

TrueWealth LLC sold out of Xylem (XYL) in Q1 2020, closing a stake of 77 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in XYL in Q4 2017 and held it in 9 quarters. The position peaked at $6K in Q4 2019. 672 funds tracked by Wall St. Rank hold XYL as of Q1 2020.

TrueWealth LLC reported no remaining Xylem position as of Q1 2020 after selling out during the quarter.
TrueWealth LLC sold 77 Xylem shares in Q1 2020, an estimated $6K.
TrueWealth LLC first reported a position in Xylem in Q4 2017 and held it in 9 quarters.
TrueWealth LLC's Xylem position peaked at $6K in Q4 2019.
672 funds tracked by Wall St. Rank held Xylem as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.