WR Wealth Planners’s Xylem XYL Stock Holding History

WR Wealth Planners’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	$3.25K	Buy	28 +3	+12%	+$379	﹤0.01%	774
2024 Q3	$3.38K	Buy	25 +9	+56%	+$1.2K	﹤0.01%	809
2024 Q2	$2.17K	Buy	16 +6	+60%	+$816	﹤0.01%	871
2024 Q1	$1.29K	Buy	+10	New	+$1.21K	﹤0.01%	939
2023 Q4	–	Sell	-170	Closed	-$15.5K	–	883
2023 Q3	$15.5K	Sell	170 -2,666	-94%	-$275K	0.01%	467
2023 Q2	$319K	Buy	2,836 +855	+43%	+$90.4K	0.12%	128
2023 Q1	$207K	Buy	1,981 +65	+3%	+$6.79K	0.09%	150
2022 Q4	$212K	Sell	1,916 -433	-18%	-$45.4K	0.13%	110
2022 Q3	$205K	Buy	2,349 +166	+8%	+$15.1K	0.14%	103
2022 Q2	$171K	Buy	2,183 +58	+3%	+$4.79K	0.11%	105
2022 Q1	$181K	Buy	+2,125	New	+$204K	0.11%	108

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

WR Wealth Planners's XYL Position: Q4 2024 in Review

WR Wealth Planners increased its Xylem (XYL) stake by 12% in Q4 2024, buying an estimated $379 and bringing the position to 28 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

WR Wealth Planners first reported a position in XYL in Q1 2022 and has held it in 11 quarters since. The position peaked at $319K in Q2 2023. 1,002 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

WR Wealth Planners held 28 shares of Xylem worth $3.25K as of Q4 2024.
WR Wealth Planners bought 3 Xylem shares in Q4 2024, an estimated $379.
Xylem made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #774 holding.
WR Wealth Planners first reported a position in Xylem in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Xylem position peaked at $319K in Q2 2023.
1,002 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.