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Wipfli Financial Advisors’s Xylem XYL Stock Holding History

Wipfli 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
2022
Q3 		$203K Buy
+2,326
New +$211K 0.01% 449

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wipfli Financial Advisors's XYL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Xylem (XYL) in Q3 2022: 2,326 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #449 among its holdings.

740 funds tracked by Wall St. Rank hold XYL as of Q3 2022.

  • Wipfli Financial Advisors held 2,326 shares of Xylem worth $203K as of Q3 2022.
  • Xylem was a new Wipfli Financial Advisors position in Q3 2022.
  • Xylem made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #449 holding.
  • 740 funds tracked by Wall St. Rank held Xylem as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.