Wealthcare Advisory Partners’s Xylem XYL Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-1,855	Closed	-$205K	–	751
2022 Q4	$205K	Buy	+1,855	New	+$194K	0.01%	649
2021 Q2	–	Sell	-379	Closed	-$40K	–	1913
2021 Q1	$40K	Buy	+379	New	+$38.4K	﹤0.01%	953
2020 Q2	–	Sell	-393	Closed	-$26K	–	1394
2020 Q1	$26K	Hold	393	–	–	﹤0.01%	671
2019 Q4	$31K	Buy	393 +150	+62%	+$11.7K	﹤0.01%	653
2019 Q3	$19K	Hold	243	–	–	﹤0.01%	768
2019 Q2	$20K	Hold	243	–	–	﹤0.01%	727
2019 Q1	$19K	Buy	243 +218	+872%	+$15.9K	﹤0.01%	680
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	1102
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	1141
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	1142
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	982
2017 Q4	$2K	Buy	+25	New	+$1.66K	﹤0.01%	944

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wealthcare Advisory Partners's XYL Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Xylem (XYL) in Q1 2023, closing a stake of 1,855 shares — an estimated $205K sold.

Wealthcare Advisory Partners first reported a position in XYL in Q4 2017 and held it in 12 quarters. The position peaked at $205K in Q4 2022. 839 funds tracked by Wall St. Rank hold XYL as of Q1 2023.

Wealthcare Advisory Partners reported no remaining Xylem position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,855 Xylem shares in Q1 2023, an estimated $205K.
Wealthcare Advisory Partners first reported a position in Xylem in Q4 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Xylem position peaked at $205K in Q4 2022.
839 funds tracked by Wall St. Rank held Xylem as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.