Blue Trust Inc’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Blue Trust Inc’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 Q3	–	Sell	-980	Closed	-$17K	–	2355
2023 Q2	$17K	Buy	980 +961	+5,058%	+$17.3K	﹤0.01%	1121
2023 Q1	$0	Buy	+19	New	+$290	﹤0.01%	2727
2022 Q4	–	Sell	-108	Closed	-$1K	–	2548
2022 Q3	$1K	Buy	+108	New	+$1.34K	﹤0.01%	2045

Other funds holding XM

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Blue Trust Inc's XM Position: Q3 2023 in Review

Blue Trust Inc sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2023, closing a stake of 980 shares — an estimated $17K sold.

Blue Trust Inc first reported a position in XM in Q3 2022 and held it in 3 quarters. The position peaked at $17K in Q2 2023. 1 fund tracked by Wall St. Rank holds XM as of Q3 2023.

Blue Trust Inc reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Blue Trust Inc sold 980 Qualtrics International Inc. Class A Common Stock shares in Q3 2023, an estimated $17K.
Blue Trust Inc first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2022 and held it in 3 quarters.
Blue Trust Inc's Qualtrics International Inc. Class A Common Stock position peaked at $17K in Q2 2023.
1 fund tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.