Cary Street Partners Asset Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Cary Street Partners Asset Management’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	-600	Closed	-$10.7K	–	415
2023 Q1	$10.7K	Hold	600	–	–	﹤0.01%	340
2022 Q4	$6.23K	Hold	600	–	–	﹤0.01%	390
2022 Q3	$6K	Buy	+600	New	+$7.46K	﹤0.01%	365

Other funds holding XM

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

Cary Street Partners Asset Management's XM Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 600 shares — an estimated $10.7K sold.

Cary Street Partners Asset Management first reported a position in XM in Q3 2022 and held it in 3 quarters. The position peaked at $10.7K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Cary Street Partners Asset Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 600 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $10.7K.
Cary Street Partners Asset Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2022 and held it in 3 quarters.
Cary Street Partners Asset Management's Qualtrics International Inc. Class A Common Stock position peaked at $10.7K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.