Advisors Asset Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Advisors Asset Management’s Portfolio XM Stock Details XM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,388	Closed	-$42.6K	–	1486
2023 Q1	$42.6K	Sell	2,388 -1,995	-46%	-$30.5K	﹤0.01%	1320
2022 Q4	$45.5K	Sell	4,383 -1,049	-19%	-$11K	﹤0.01%	1350
2022 Q3	$55K	Sell	5,432 -538	-9%	-$6.68K	﹤0.01%	1341
2022 Q2	$75K	Sell	5,970 -250	-4%	-$4.45K	﹤0.01%	1328
2022 Q1	$178K	Buy	6,220 +1,946	+46%	+$56.2K	﹤0.01%	1254
2021 Q4	$151K	Buy	4,274 +2,945	+222%	+$114K	﹤0.01%	1301
2021 Q3	$57K	Buy	+1,329	New	+$56.2K	﹤0.01%	1351

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Advisors Asset Management's XM Position: Q2 2023 in Review

Advisors Asset Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 2,388 shares — an estimated $42.6K sold.

Advisors Asset Management first reported a position in XM in Q3 2021 and held it in 7 quarters. The position peaked at $178K in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Advisors Asset Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Advisors Asset Management sold 2,388 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $42.6K.
Advisors Asset Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 7 quarters.
Advisors Asset Management's Qualtrics International Inc. Class A Common Stock position peaked at $178K in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Advisors Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.