CWM
XM

Castle Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Castle Wealth 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
2022
Q4 		– Sell
-50
Closed -$1K – 701
2022
Q3 		$1K Hold
50
– – ﹤0.01% 659
2022
Q2 		$1K Buy
+50
New +$890 ﹤0.01% 659

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

Castle Wealth Management's XM Position: Q4 2022 in Review

Castle Wealth Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in XM in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 176 funds tracked by Wall St. Rank hold XM as of Q4 2022.

  • Castle Wealth Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 50 Qualtrics International Inc. Class A Common Stock shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $1K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.