CT
XM

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

Clearstead Trust’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
2022
Q1 		– Sell
-371
Closed -$13K – 205
2021
Q4 		$13K Buy
+371
New +$14.4K 0.01% 157

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clearstead Trust's XM Position: Q1 2022 in Review

Clearstead Trust sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2022, closing a stake of 371 shares — an estimated $13K sold.

Clearstead Trust first reported a position in XM in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 198 funds tracked by Wall St. Rank hold XM as of Q1 2022.

  • Clearstead Trust reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
  • Clearstead Trust sold 371 Qualtrics International Inc. Class A Common Stock shares in Q1 2022, an estimated $13K.
  • Clearstead Trust first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 1 quarter.
  • Clearstead Trust's Qualtrics International Inc. Class A Common Stock position peaked at $13K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2022.

Based on Clearstead Trust's 13F filing for Q1 2022, filed 16 May 2022.