Valmark Advisers’s Xylem XYL Stock Holding History

Valmark Advisers’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 Q4	–	Sell	-1,600	Closed	-$216K	–	618
2024 Q3	$216K	Buy	+1,600	New	+$214K	﹤0.01%	565

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Valmark Advisers's XYL Position: Q4 2024 in Review

Valmark Advisers sold out of Xylem (XYL) in Q4 2024, closing a stake of 1,600 shares — an estimated $216K sold.

Valmark Advisers first reported a position in XYL in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

Valmark Advisers reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
Valmark Advisers sold 1,600 Xylem shares in Q4 2024, an estimated $216K.
Valmark Advisers first reported a position in Xylem in Q3 2024 and held it in 1 quarter.
Valmark Advisers's Xylem position peaked at $216K in Q3 2024.
1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.