Benjamin F. Edwards & Company’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Benjamin F. Edwards & Company’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	-5,366	Closed	-$96K	–	1870
2023 Q1	$96K	Buy	5,366 +10	+0.2%	+$153	﹤0.01%	924
2022 Q4	$56K	Sell	5,356 -43	-0.8%	-$451	﹤0.01%	1055
2022 Q3	$55K	Buy	5,399 +4,168	+339%	+$51.8K	﹤0.01%	1030
2022 Q2	$15K	Sell	1,231 -3,426	-74%	-$61K	﹤0.01%	1301
2022 Q1	$133K	Buy	4,657 +670	+17%	+$19.3K	0.01%	795
2021 Q4	$141K	Buy	3,987 +1,138	+40%	+$44.2K	0.01%	796
2021 Q3	$122K	Sell	2,849 -899	-24%	-$38K	0.01%	805
2021 Q2	$143K	Buy	3,748 +3,540	+1,702%	+$124K	0.01%	746
2021 Q1	$7K	Buy	+208	New	+$8.44K	﹤0.01%	1451

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

Benjamin F. Edwards & Company's XM Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 5,366 shares — an estimated $96K sold.

Benjamin F. Edwards & Company first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $143K in Q2 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Benjamin F. Edwards & Company reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 5,366 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $96K.
Benjamin F. Edwards & Company first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Benjamin F. Edwards & Company's Qualtrics International Inc. Class A Common Stock position peaked at $143K in Q2 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.