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

Ameriprise’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	-242,072	Closed	-$4.32M	–	4034
2023 Q1	$4.32M	Buy	+242,072	New	+$3.7M	﹤0.01%	2418
2021 Q2	–	Sell	-791,454	Closed	-$26M	–	3990
2021 Q1	$26M	Buy	+791,454	New	+$32.1M	0.01%	1127

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

Ameriprise's XM Position: Q2 2023 in Review

Ameriprise sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 242,072 shares — an estimated $4.32M sold.

Ameriprise first reported a position in XM in Q1 2021 and held it in 2 quarters. The position peaked at $26M in Q1 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Ameriprise reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Ameriprise sold 242,072 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $4.32M.
Ameriprise first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 2 quarters.
Ameriprise's Qualtrics International Inc. Class A Common Stock position peaked at $26M in Q1 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Ameriprise's 13F filing for Q2 2023, filed 14 Aug 2023.