Carson Wealth (CWM LLC)
XM

Carson Wealth (CWM LLC)’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Carson Wealth (CWM LLC)’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
-290
Closed -$5K – 4572
2023
Q1 		$5K Hold
290
– – ﹤0.01% 3344
2022
Q4 		$3K Hold
290
– – ﹤0.01% 3483
2022
Q3 		$3K Hold
290
– – ﹤0.01% 3395
2022
Q2 		$4K Hold
290
– – ﹤0.01% 3148
2022
Q1 		$8K Hold
290
– – ﹤0.01% 2659
2021
Q4 		$10K Buy
+290
New +$11.3K ﹤0.01% 2376
2021
Q2 		$8K Hold
200
– – ﹤0.01% 2216
2021
Q1 		$8K Buy
+200
New +$8.12K ﹤0.01% 2215

Other funds holding XM

Skandinaviska Enskilda Banken (SEB)
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

Carson Wealth (CWM LLC)'s XM Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 290 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in XM in Q1 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 290 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Qualtrics International Inc. Class A Common Stock position peaked at $10K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.