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

CI Investments Inc’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	-6	Closed	–	–	1355
2023 Q1	$0	Buy	+6	New	+$92	﹤0.01%	1365
2022 Q3	–	Sell	-11	Closed	–	–	1403
2022 Q2	$0	Buy	11 +4	+57%	+$71	﹤0.01%	1462
2022 Q1	$0	Hold	7	–	–	﹤0.01%	1484
2021 Q4	$0	Buy	7 +5	+250%	+$194	﹤0.01%	1480
2021 Q3	$0	Buy	+2	New	+$85	﹤0.01%	1440

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

CI Investments Inc's XM Position: Q2 2023 in Review

CI Investments Inc sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 6 shares.

CI Investments Inc first reported a position in XM in Q3 2021 and held it in 5 quarters. The position peaked at $0 in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

CI Investments Inc reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
CI Investments Inc sold 6 Qualtrics International Inc. Class A Common Stock shares in Q2 2023.
CI Investments Inc first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 5 quarters.
CI Investments Inc's Qualtrics International Inc. Class A Common Stock position peaked at $0 in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on CI Investments Inc's 13F filing for Q2 2023, filed 11 Aug 2023.