CFA
XM

Carroll Financial Associates’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$2K Hold
76
– – ﹤0.01% 1514
2021
Q3 		$3K Buy
76
+13
+21% +$550 ﹤0.01% 1512
2021
Q2 		$2K Buy
+63
New +$2.21K ﹤0.01% 1600

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carroll Financial Associates's XM Position: Q4 2021 in Review

Carroll Financial Associates held its Qualtrics International Inc. Class A Common Stock (XM) position steady in Q4 2021 at 76 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Carroll Financial Associates first reported a position in XM in Q2 2021 and has held it in 3 quarters since. The position peaked at $3K in Q3 2021. 210 funds tracked by Wall St. Rank hold XM as of Q4 2021.

  • Carroll Financial Associates held 76 shares of Qualtrics International Inc. Class A Common Stock worth $2K as of Q4 2021.
  • Carroll Financial Associates left its Qualtrics International Inc. Class A Common Stock share count unchanged in Q4 2021.
  • Qualtrics International Inc. Class A Common Stock made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1514 holding.
  • Carroll Financial Associates first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2021 and has held it in 3 quarters since.
  • Carroll Financial Associates's Qualtrics International Inc. Class A Common Stock position peaked at $3K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.