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Wealthspire Advisors (Maryland)’s Xylem XYL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-382
Closed -$30K – 2095
2019
Q1 		$30K Buy
382
+9
+2% +$657 ﹤0.01% 1118
2018
Q4 		$25K Buy
373
+29
+8% +$2.01K ﹤0.01% 1124
2018
Q3 		$27K Buy
344
+12
+4% +$896 ﹤0.01% 1190
2018
Q2 		$22K Hold
332
– – ﹤0.01% 1286
2018
Q1 		$26K Buy
332
+70
+27% +$5.18K ﹤0.01% 1216
2017
Q4 		$18K Sell
262
-72
-22% -$4.78K ﹤0.01% 1362
2017
Q3 		$21K Sell
334
-13
-4% -$777 ﹤0.01% 1292
2017
Q2 		$19K Sell
347
-50
-13% -$2.6K ﹤0.01% 1295
2017
Q1 		$20K Sell
397
-166
-29% -$8.09K ﹤0.01% 1087
2016
Q4 		$28K Buy
563
+5
+0.9% +$253 ﹤0.01% 933
2016
Q3 		$29K Buy
558
+21
+4% +$1.03K ﹤0.01% 956
2016
Q2 		$24K Buy
537
+132
+33% +$5.74K ﹤0.01% 946
2016
Q1 		$17K Buy
405
+206
+104% +$7.59K ﹤0.01% 1026
2015
Q4 		$7K Buy
+199
New +$7.2K ﹤0.01% 1285

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XYL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Xylem (XYL) in Q2 2019, closing a stake of 382 shares — an estimated $30K sold.

Wealthspire Advisors (Maryland) first reported a position in XYL in Q4 2015 and held it in 14 quarters. The position peaked at $30K in Q1 2019. 690 funds tracked by Wall St. Rank hold XYL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Xylem position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 382 Xylem shares in Q2 2019, an estimated $30K.
  • Wealthspire Advisors (Maryland) first reported a position in Xylem in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Xylem position peaked at $30K in Q1 2019.
  • 690 funds tracked by Wall St. Rank held Xylem as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.