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

Citigroup’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	-19,716	Closed	-$352K	–	5827
2023 Q1	$352K	Buy	19,716 +315	+2%	+$4.82K	﹤0.01%	3375
2022 Q4	$201K	Sell	19,401 -770	-4%	-$8.07K	﹤0.01%	3719
2022 Q3	$205K	Sell	20,171 -452,238	-96%	-$5.62M	﹤0.01%	3772
2022 Q2	$5.91M	Buy	472,409 +435,477	+1,179%	+$7.75M	﹤0.01%	1441
2022 Q1	$1.05M	Buy	36,932 +27,505	+292%	+$794K	﹤0.01%	2911
2021 Q4	$334K	Buy	9,427 +6,937	+279%	+$270K	﹤0.01%	4057
2021 Q3	$106K	Sell	2,490 -8,718	-78%	-$369K	﹤0.01%	4393
2021 Q2	$429K	Sell	11,208 -16,684	-60%	-$586K	﹤0.01%	3801
2021 Q1	$918K	Buy	+27,892	New	+$1.13M	﹤0.01%	3051

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

Citigroup's XM Position: Q2 2023 in Review

Citigroup sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 19,716 shares — an estimated $352K sold.

Citigroup first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $5.91M in Q2 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Citigroup reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Citigroup sold 19,716 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $352K.
Citigroup first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Citigroup's Qualtrics International Inc. Class A Common Stock position peaked at $5.91M in Q2 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Citigroup's 13F filing for Q2 2023, filed 10 Aug 2023.