Clear Harbor Asset Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Clear Harbor Asset Management’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	-55,723	Closed	-$994K	–	419
2023 Q1	$994K	Buy	55,723 +5,215	+10%	+$79.7K	0.1%	161
2022 Q4	$524K	Sell	50,508 -350	-0.7%	-$3.67K	0.07%	205
2022 Q3	$518K	Sell	50,858 -27,080	-35%	-$336K	0.07%	190
2022 Q2	$975K	Buy	77,938 +14,434	+23%	+$257K	0.13%	132
2022 Q1	$1.81M	Buy	63,504 +26,514	+72%	+$766K	0.21%	92
2021 Q4	$1.31M	Buy	36,990 +2,424	+7%	+$94.2K	0.14%	125
2021 Q3	$1.48M	Buy	34,566 +2,500	+8%	+$106K	0.03%	125
2021 Q2	$1.23M	Buy	32,066 +3,248	+11%	+$114K	0.15%	129
2021 Q1	$948K	Buy	+28,818	New	+$1.17M	0.12%	142

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

Clear Harbor Asset Management's XM Position: Q2 2023 in Review

Clear Harbor Asset Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 55,723 shares — an estimated $994K sold.

Clear Harbor Asset Management first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $1.81M in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Clear Harbor Asset Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Clear Harbor Asset Management sold 55,723 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $994K.
Clear Harbor Asset Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Clear Harbor Asset Management's Qualtrics International Inc. Class A Common Stock position peaked at $1.81M in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Clear Harbor Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.