Cedar Mountain Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Cedar Mountain 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
2023 Q2	–	Sell	-553	Closed	-$9.86K	–	315
2023 Q1	$9.86K	Sell	553 -352	-39%	-$5.38K	﹤0.01%	165
2022 Q4	$9.39K	Hold	905	–	–	﹤0.01%	162
2022 Q3	$9K	Hold	905	–	–	﹤0.01%	172
2022 Q2	$11K	Hold	905	–	–	﹤0.01%	159
2022 Q1	$26K	Buy	+905	New	+$26.1K	0.01%	107

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 $8.74B AUM 14.62% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Cedar Mountain Advisors's XM Position: Q2 2023 in Review

Cedar Mountain Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 553 shares — an estimated $9.86K sold.

Cedar Mountain Advisors first reported a position in XM in Q1 2022 and held it in 5 quarters. The position peaked at $26K in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Cedar Mountain Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Cedar Mountain Advisors sold 553 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $9.86K.
Cedar Mountain Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2022 and held it in 5 quarters.
Cedar Mountain Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $26K in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Cedar Mountain Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.