Bank of America’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Bank of America’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	-1,067,630	Closed	-$19M	–	8096
2023 Q1	$19M	Buy	1,067,630 +602,823	+130%	+$9.21M	﹤0.01%	2176
2022 Q4	$4.82M	Buy	464,807 +243,028	+110%	+$2.55M	﹤0.01%	3420
2022 Q3	$2.26M	Sell	221,779 -135,304	-38%	-$1.68M	﹤0.01%	4160
2022 Q2	$4.47M	Buy	357,083 +194,321	+119%	+$3.46M	﹤0.01%	3515
2022 Q1	$4.65M	Buy	162,762 +61,835	+61%	+$1.79M	﹤0.01%	3716
2021 Q4	$3.57M	Sell	100,927 -55,953	-36%	-$2.17M	﹤0.01%	4000
2021 Q3	$6.71M	Buy	156,880 +27,889	+22%	+$1.18M	﹤0.01%	3272
2021 Q2	$4.93M	Buy	128,991 +48,034	+59%	+$1.69M	﹤0.01%	3516
2021 Q1	$2.66M	Buy	+80,957	New	+$3.29M	﹤0.01%	4000

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

Bank of America's XM Position: Q2 2023 in Review

Bank of America sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 1,067,630 shares — an estimated $19M sold.

Bank of America first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $19M in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Bank of America reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Bank of America sold 1,067,630 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $19M.
Bank of America first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Bank of America's Qualtrics International Inc. Class A Common Stock position peaked at $19M in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Bank of America's 13F filing for Q2 2023, filed 14 Aug 2023.