Wingate Wealth Advisors’s Xylem XYL Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-512	Closed	-$59.4K	–	472
2024 Q4	$59.4K	Buy	+512	New	+$64.7K	0.06%	194

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

Wingate Wealth Advisors's XYL Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Xylem (XYL) in Q1 2025, closing a stake of 512 shares — an estimated $59.4K sold.

Wingate Wealth Advisors first reported a position in XYL in Q4 2024 and held it in 1 quarter. The position peaked at $59.4K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

Wingate Wealth Advisors reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 512 Xylem shares in Q1 2025, an estimated $59.4K.
Wingate Wealth Advisors first reported a position in Xylem in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Xylem position peaked at $59.4K in Q4 2024.
1,026 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.