CAS
XM

Coppell Advisory Solutions’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-4,525
Closed -$47K – 1913
2023
Q3 		$47K Buy
+4,525
New +$47K 0.02% 319
2023
Q1 		– Sell
-4,525
Closed -$47K – 1186
2022
Q4 		$47K Buy
+4,525
New +$47.4K 0.02% 322

Coppell Advisory Solutions's XM Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q4 2023, closing a stake of 4,525 shares — an estimated $47K sold.

Coppell Advisory Solutions first reported a position in XM in Q4 2022 and held it in 2 quarters. The position peaked at $47K in Q3 2023. 0 funds tracked by Wall St. Rank hold XM as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,525 Qualtrics International Inc. Class A Common Stock shares in Q4 2023, an estimated $47K.
  • Coppell Advisory Solutions first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Qualtrics International Inc. Class A Common Stock position peaked at $47K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.