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WealthShield Partners’s Xylem XYL Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-575
Closed -$69K – 764
2021
Q2 		$69K Hold
575
– – 0.01% 413
2021
Q1 		$60K Buy
+575
New +$58.3K 0.01% 420

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthShield Partners's XYL Position: Q3 2021 in Review

WealthShield Partners sold out of Xylem (XYL) in Q3 2021, closing a stake of 575 shares — an estimated $69K sold.

WealthShield Partners first reported a position in XYL in Q1 2021 and held it in 2 quarters. The position peaked at $69K in Q2 2021. 783 funds tracked by Wall St. Rank hold XYL as of Q3 2021.

  • WealthShield Partners reported no remaining Xylem position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 575 Xylem shares in Q3 2021, an estimated $69K.
  • WealthShield Partners first reported a position in Xylem in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Xylem position peaked at $69K in Q2 2021.
  • 783 funds tracked by Wall St. Rank held Xylem as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.