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Wellspring Financial Advisors’s Xylem XYL Stock Holding History

Wellspring Financial 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
2024
Q4 		– Sell
-2,580
Closed -$348K – 178
2024
Q3 		$348K Buy
+2,580
New +$345K 0.04% 104

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellspring Financial Advisors's XYL Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of Xylem (XYL) in Q4 2024, closing a stake of 2,580 shares — an estimated $348K sold.

Wellspring Financial Advisors first reported a position in XYL in Q3 2024 and held it in 1 quarter. The position peaked at $348K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Wellspring Financial Advisors reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,580 Xylem shares in Q4 2024, an estimated $348K.
  • Wellspring Financial Advisors first reported a position in Xylem in Q3 2024 and held it in 1 quarter.
  • Wellspring Financial Advisors's Xylem position peaked at $348K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.