AWA
XM

Arkadios Wealth Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-3,494
Closed -$149K – 1890
2021
Q3 		$149K Buy
3,494
+1,187
+51% +$50.2K 0.02% 582
2021
Q2 		$88K Buy
2,307
+15
+0.7% +$527 0.01% 754
2021
Q1 		$75K Buy
+2,292
New +$93K 0.01% 594

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arkadios Wealth Advisors's XM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q4 2021, closing a stake of 3,494 shares — an estimated $149K sold.

Arkadios Wealth Advisors first reported a position in XM in Q1 2021 and held it in 3 quarters. The position peaked at $149K in Q3 2021. 210 funds tracked by Wall St. Rank hold XM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,494 Qualtrics International Inc. Class A Common Stock shares in Q4 2021, an estimated $149K.
  • Arkadios Wealth Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $149K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.