Valeo Financial Advisors’s Xylem XYL Stock Holding History

Valeo Financial 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
2025 Q2	–	Sell	-1,888	Closed	-$226K	–	823
2025 Q1	$226K	Buy	1,888 +33	+2%	+$4.09K	0.01%	612
2024 Q4	$215K	Buy	1,855 +23	+1%	+$2.91K	0.01%	644
2024 Q3	$247K	Buy	1,832 +24	+1%	+$3.21K	0.01%	590
2024 Q2	$245K	Buy	+1,808	New	+$246K	0.01%	553
2021 Q2	–	Sell	-449	Closed	-$47K	–	1875
2021 Q1	$47K	Sell	449 -184	-29%	-$18.7K	﹤0.01%	900
2020 Q4	$64K	Buy	633 +210	+50%	+$19.7K	﹤0.01%	697
2020 Q3	$36K	Sell	423 -48	-10%	-$3.74K	﹤0.01%	759
2020 Q2	$31K	Buy	471 +90	+24%	+$5.94K	﹤0.01%	913
2020 Q1	$26K	Sell	381 -39	-9%	-$3.07K	﹤0.01%	821
2019 Q4	$33K	Hold	420	–	–	﹤0.01%	787
2019 Q3	$33K	Buy	420 +350	+500%	+$27.5K	﹤0.01%	718
2019 Q2	$6K	Sell	70 -60	-46%	-$4.78K	﹤0.01%	1175
2019 Q1	$10K	Hold	130	–	–	﹤0.01%	976
2018 Q4	$9K	Sell	130 -69	-35%	-$4.77K	﹤0.01%	922
2018 Q3	$13K	Buy	199 +69	+53%	+$5.15K	﹤0.01%	898
2018 Q2	$10K	Buy	130 +70	+117%	+$5.08K	﹤0.01%	948
2018 Q1	$5K	Hold	60	–	–	﹤0.01%	1161
2017 Q4	$4K	Buy	+60	New	+$3.98K	﹤0.01%	1088

Other funds holding XYL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Impax Asset Management Group

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

Pictet Asset Management

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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