BFA
XM

BBJS Financial Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

BBJS Financial 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
2023
Q1 		– Sell
-265
Closed -$2.75K – 142
2022
Q4 		$2.75K Buy
+265
New +$2.78K ﹤0.01% 118

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BBJS Financial Advisors's XM Position: Q1 2023 in Review

BBJS Financial Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 265 shares — an estimated $2.75K sold.

BBJS Financial Advisors first reported a position in XM in Q4 2022 and held it in 1 quarter. The position peaked at $2.75K in Q4 2022. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

  • BBJS Financial Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • BBJS Financial Advisors sold 265 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $2.75K.
  • BBJS Financial Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2022 and held it in 1 quarter.
  • BBJS Financial Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $2.75K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on BBJS Financial Advisors's 13F filing for Q1 2023, filed 16 May 2023.