AWM
XM

Avior Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Avior Wealth 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
2022
Q3 		– Sell
-60
Closed – – 1331
2022
Q2 		$0 Hold
60
– – ﹤0.01% 1265
2022
Q1 		$1K Sell
60
-23
-28% -$664 ﹤0.01% 1075
2021
Q4 		$2K Buy
+83
New +$3.23K ﹤0.01% 990
2021
Q2 		– Sell
-30
Closed – – 1160
2021
Q1 		$0 Buy
+30
New +$1.22K ﹤0.01% 1171

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Avior Wealth Management's XM Position: Q3 2022 in Review

Avior Wealth Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2022, closing a stake of 60 shares.

Avior Wealth Management first reported a position in XM in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 167 funds tracked by Wall St. Rank hold XM as of Q3 2022.

  • Avior Wealth Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • Avior Wealth Management sold 60 Qualtrics International Inc. Class A Common Stock shares in Q3 2022.
  • Avior Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 4 quarters.
  • Avior Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $2K in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2022.

Based on Avior Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.