BAIA
XM

Bel Air Investment Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Bel Air Investment 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
Q2 		$459K Buy
+12,000
New +$421K 0.01% 271

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bel Air Investment Advisors's XM Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in Qualtrics International Inc. Class A Common Stock (XM) in Q2 2021: 12,000 shares worth $459K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings.

164 funds tracked by Wall St. Rank hold XM as of Q2 2021.

  • Bel Air Investment Advisors held 12,000 shares of Qualtrics International Inc. Class A Common Stock worth $459K as of Q2 2021.
  • Qualtrics International Inc. Class A Common Stock was a new Bel Air Investment Advisors position in Q2 2021.
  • Qualtrics International Inc. Class A Common Stock made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #271 holding.
  • 164 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.