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Vontobel Swiss Wealth Advisors’s Xylem XYL Stock Holding History

Vontobel Swiss 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
2021
Q1 		– Sell
-70,108
Closed -$7.14M – 77
2020
Q4 		$7.14M Sell
70,108
-6,496
-8% -$611K 4.06% 7
2020
Q3 		$6.3M Buy
76,604
+8,849
+13% +$689K 4.4% 4
2020
Q2 		$4.4M Buy
67,755
+9,535
+16% +$629K 2.89% 17
2020
Q1 		$3.79M Buy
58,220
+2,985
+5% +$235K 2.89% 15
2019
Q4 		$4.35M Buy
55,235
+15,370
+39% +$1.2M 2.85% 9
2019
Q3 		$3.17M Sell
39,865
-4,466
-10% -$351K 2.05% 17
2019
Q2 		$3.71M Sell
44,331
-320
-0.7% -$25.5K 1.99% 12
2019
Q1 		$3.49M Buy
+44,651
New +$3.26M 3.79% 7

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's XYL Position: Q1 2021 in Review

Vontobel Swiss Wealth Advisors sold out of Xylem (XYL) in Q1 2021, closing a stake of 70,108 shares — an estimated $7.14M sold.

Vontobel Swiss Wealth Advisors first reported a position in XYL in Q1 2019 and held it in 8 quarters. The position peaked at $7.14M in Q4 2020. 748 funds tracked by Wall St. Rank hold XYL as of Q1 2021.

  • Vontobel Swiss Wealth Advisors reported no remaining Xylem position as of Q1 2021 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 70,108 Xylem shares in Q1 2021, an estimated $7.14M.
  • Vontobel Swiss Wealth Advisors first reported a position in Xylem in Q1 2019 and held it in 8 quarters.
  • Vontobel Swiss Wealth Advisors's Xylem position peaked at $7.14M in Q4 2020.
  • 748 funds tracked by Wall St. Rank held Xylem as of Q1 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2021, filed 4 May 2021.