Ceera Investments’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Ceera Investments’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	-37,005	Closed	-$660K	–	78
2023 Q1	$660K	Buy	+37,005	New	+$566K	0.42%	49

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

Ceera Investments's XM Position: Q2 2023 in Review

Ceera Investments sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 37,005 shares — an estimated $660K sold.

Ceera Investments first reported a position in XM in Q1 2023 and held it in 1 quarter. The position peaked at $660K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Ceera Investments reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Ceera Investments sold 37,005 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $660K.
Ceera Investments first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2023 and held it in 1 quarter.
Ceera Investments's Qualtrics International Inc. Class A Common Stock position peaked at $660K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Ceera Investments's 13F filing for Q2 2023, filed 4 Aug 2023.