Waldron Private Wealth’s Xylem XYL Stock Holding History

Waldron Private Wealth’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
2023 Q3	–	Sell	-4,882	Closed	-$550K	–	400
2023 Q2	$550K	Buy	4,882 +2,177	+80%	+$230K	0.03%	215
2023 Q1	$283K	Buy	+2,705	New	+$282K	0.01%	336

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Waldron Private Wealth's XYL Position: Q3 2023 in Review

Waldron Private Wealth sold out of Xylem (XYL) in Q3 2023, closing a stake of 4,882 shares — an estimated $550K sold.

Waldron Private Wealth first reported a position in XYL in Q1 2023 and held it in 2 quarters. The position peaked at $550K in Q2 2023. 872 funds tracked by Wall St. Rank hold XYL as of Q3 2023.

Waldron Private Wealth reported no remaining Xylem position as of Q3 2023 after selling out during the quarter.
Waldron Private Wealth sold 4,882 Xylem shares in Q3 2023, an estimated $550K.
Waldron Private Wealth first reported a position in Xylem in Q1 2023 and held it in 2 quarters.
Waldron Private Wealth's Xylem position peaked at $550K in Q2 2023.
872 funds tracked by Wall St. Rank held Xylem as of Q3 2023.

Based on Waldron Private Wealth's 13F filing for Q3 2023, filed 26 Oct 2023.