Commonwealth Equity Services’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-53,185
Closed -$948 3960
2023
Q1
$948 Buy
+53,185
New +$813K ﹤0.01% 2082
2021
Q4
Sell
-6,138
Closed -$262K 3765
2021
Q3
$262K Buy
6,138
+600
+11% +$25.4K ﹤0.01% 3046
2021
Q2
$211K Sell
5,538
-3,431
-38% -$120K ﹤0.01% 3230
2021
Q1
$295K Buy
+8,969
New +$364K ﹤0.01% 2783

Other funds holding XM

Commonwealth Equity Services's XM Position: Q2 2023 in Review

Commonwealth Equity Services sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 53,185 shares — an estimated $948 sold.

Commonwealth Equity Services first reported a position in XM in Q1 2021 and held it in 4 quarters. The position peaked at $295K in Q1 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

  • Commonwealth Equity Services reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 53,185 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $948.
  • Commonwealth Equity Services first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 4 quarters.
  • Commonwealth Equity Services's Qualtrics International Inc. Class A Common Stock position peaked at $295K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Commonwealth Equity Services's 13F filing for Q2 2023, filed 10 Aug 2023.