Allworth Financial’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Allworth Financial’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	-500	Closed	-$8.91K	–	3421
2023 Q1	$8.91K	Hold	500	–	–	﹤0.01%	1830
2022 Q4	$5.19K	Hold	500	–	–	﹤0.01%	1881
2022 Q3	$5K	Hold	500	–	–	﹤0.01%	1913
2022 Q2	$6K	Hold	500	–	–	﹤0.01%	1733
2022 Q1	$14K	Hold	500	–	–	﹤0.01%	1390
2021 Q4	$18K	Hold	500	–	–	﹤0.01%	1172
2021 Q3	$21K	Buy	+500	New	+$21.1K	﹤0.01%	1020

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

Allworth Financial's XM Position: Q2 2023 in Review

Allworth Financial sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 500 shares — an estimated $8.91K sold.

Allworth Financial first reported a position in XM in Q3 2021 and held it in 7 quarters. The position peaked at $21K in Q3 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Allworth Financial reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Allworth Financial sold 500 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $8.91K.
Allworth Financial first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 7 quarters.
Allworth Financial's Qualtrics International Inc. Class A Common Stock position peaked at $21K in Q3 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Allworth Financial's 13F filing for Q2 2023, filed 18 Jul 2023.