CAPTRUST Financial Advisors
XM

CAPTRUST Financial Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

CAPTRUST Financial 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
-1,004
Closed -$13K – 4438
2022
Q2 		$13K Buy
1,004
+220
+28% +$3.92K ﹤0.01% 3627
2022
Q1 		$22K Buy
784
+387
+97% +$11.2K ﹤0.01% 3335
2021
Q4 		$14K Buy
+397
New +$15.4K ﹤0.01% 3536

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

CAPTRUST Financial Advisors's XM Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2022, closing a stake of 1,004 shares — an estimated $13K sold.

CAPTRUST Financial Advisors first reported a position in XM in Q4 2021 and held it in 3 quarters. The position peaked at $22K in Q1 2022. 167 funds tracked by Wall St. Rank hold XM as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,004 Qualtrics International Inc. Class A Common Stock shares in Q3 2022, an estimated $13K.
  • CAPTRUST Financial Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $22K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.