Advisory Services Network’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Advisory Services Network’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	-1,190	Closed	-$21.2K	–	3933
2023 Q1	$21.2K	Buy	1,190 +1,130	+1,883%	+$17.3K	﹤0.01%	2500
2022 Q4	$623	Buy	+60	New	+$629	﹤0.01%	3703
2021 Q3	–	Sell	-3,549	Closed	-$136K	–	3468
2021 Q2	$136K	Buy	+3,549	New	+$125K	﹤0.01%	1452

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

Advisory Services Network's XM Position: Q2 2023 in Review

Advisory Services Network sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 1,190 shares — an estimated $21.2K sold.

Advisory Services Network first reported a position in XM in Q2 2021 and held it in 3 quarters. The position peaked at $136K in Q2 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Advisory Services Network reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 1,190 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $21.2K.
Advisory Services Network first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2021 and held it in 3 quarters.
Advisory Services Network's Qualtrics International Inc. Class A Common Stock position peaked at $136K in Q2 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.