Cetera Investment Advisers’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Cetera Investment Advisers’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	-11,796	Closed	-$210K	–	2322
2023 Q1	$210K	Sell	11,796 -5,300	-31%	-$81K	﹤0.01%	1924
2022 Q4	$177K	Buy	17,096 +5,871	+52%	+$61.5K	﹤0.01%	1926
2022 Q3	$114K	Sell	11,225 -3,000	-21%	-$37.3K	﹤0.01%	1571
2022 Q2	$178K	Buy	14,225 +2,180	+18%	+$38.8K	﹤0.01%	1671
2022 Q1	$344K	Buy	12,045 +3,520	+41%	+$102K	﹤0.01%	1403
2021 Q4	$302K	Buy	+8,525	New	+$331K	﹤0.01%	1489
2021 Q3	–	Sell	-5,620	Closed	-$215K	–	1890
2021 Q2	$215K	Buy	+5,620	New	+$197K	﹤0.01%	1629

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

Cetera Investment Advisers's XM Position: Q2 2023 in Review

Cetera Investment Advisers sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 11,796 shares — an estimated $210K sold.

Cetera Investment Advisers first reported a position in XM in Q2 2021 and held it in 7 quarters. The position peaked at $344K in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Cetera Investment Advisers reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Cetera Investment Advisers sold 11,796 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $210K.
Cetera Investment Advisers first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2021 and held it in 7 quarters.
Cetera Investment Advisers's Qualtrics International Inc. Class A Common Stock position peaked at $344K in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Cetera Investment Advisers's 13F filing for Q2 2023, filed 10 Aug 2023.