CAL
XM

Capital Advisors Ltd’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-11
Closed – – 1769
2022
Q3 		$0 Buy
+11
New +$137 ﹤0.01% 1628
2022
Q2 		– Sell
-10
Closed – – 1429
2022
Q1 		$0 Buy
+10
New +$289 ﹤0.01% 1297

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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Advisors Ltd's XM Position: Q4 2022 in Review

Capital Advisors Ltd sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q4 2022, closing a stake of 11 shares.

Capital Advisors Ltd first reported a position in XM in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 176 funds tracked by Wall St. Rank hold XM as of Q4 2022.

  • Capital Advisors Ltd reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 11 Qualtrics International Inc. Class A Common Stock shares in Q4 2022.
  • Capital Advisors Ltd first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2022 and held it in 2 quarters.
  • Capital Advisors Ltd's Qualtrics International Inc. Class A Common Stock position peaked at $0 in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.