Belpointe Asset Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Belpointe Asset Management’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	-1,225	Closed	-$21.8K	–	3676
2023 Q1	$21.8K	Hold	1,225	–	–	﹤0.01%	2264
2022 Q4	$12.7K	Buy	+1,225	New	+$12.8K	﹤0.01%	2484

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

Belpointe Asset Management's XM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 1,225 shares — an estimated $21.8K sold.

Belpointe Asset Management first reported a position in XM in Q4 2022 and held it in 2 quarters. The position peaked at $21.8K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Belpointe Asset Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,225 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $21.8K.
Belpointe Asset Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Qualtrics International Inc. Class A Common Stock position peaked at $21.8K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.