Bank of New York Mellon’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Bank of New York Mellon’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	-792,580	Closed	-$14.1M	–	4499
2023 Q1	$14.1M	Sell	792,580 -176,337	-18%	-$2.7M	﹤0.01%	1737
2022 Q4	$10.1M	Sell	968,917 -28,260	-3%	-$296K	﹤0.01%	1939
2022 Q3	$10.2M	Buy	997,177 +398,207	+66%	+$4.95M	﹤0.01%	1894
2022 Q2	$7.49M	Buy	598,970 +90,656	+18%	+$1.61M	﹤0.01%	2107
2022 Q1	$14.5M	Sell	508,314 -117,926	-19%	-$3.41M	﹤0.01%	1864
2021 Q4	$22.2M	Buy	626,240 +67,044	+12%	+$2.61M	﹤0.01%	1671
2021 Q3	$23.9M	Buy	559,196 +496,701	+795%	+$21M	﹤0.01%	1629
2021 Q2	$2.39M	Buy	62,495 +31,856	+104%	+$1.12M	﹤0.01%	2876
2021 Q1	$1.01M	Buy	+30,639	New	+$1.24M	﹤0.01%	3328

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 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 New York Mellon's XM Position: Q2 2023 in Review

Bank of New York Mellon sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 792,580 shares — an estimated $14.1M sold.

Bank of New York Mellon first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $23.9M in Q3 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Bank of New York Mellon reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Bank of New York Mellon sold 792,580 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $14.1M.
Bank of New York Mellon first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Bank of New York Mellon's Qualtrics International Inc. Class A Common Stock position peaked at $23.9M in Q3 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Bank of New York Mellon's 13F filing for Q2 2023, filed 3 Aug 2023.