BIA
XM

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

Bell 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
2022
Q3 		– Sell
-36
Closed – – 2025
2022
Q2 		$0 Buy
+36
New +$641 ﹤0.01% 1867
2021
Q4 		$1K Buy
+15
New +$583 ﹤0.01% 1707

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

Bell Investment Advisors's XM Position: Q3 2022 in Review

Bell Investment Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2022, closing a stake of 36 shares.

Bell Investment Advisors first reported a position in XM in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 167 funds tracked by Wall St. Rank hold XM as of Q3 2022.

  • Bell Investment Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 36 Qualtrics International Inc. Class A Common Stock shares in Q3 2022.
  • Bell Investment Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 2 quarters.
  • Bell Investment Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $1K in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.