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

Crewe Advisors’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	-16,635	Closed	-$297K	–	1030
2023 Q1	$297K	Hold	16,635	–	–	0.04%	122
2022 Q4	$173K	Sell	16,635 -20,684	-55%	-$217K	0.03%	169
2022 Q3	$380K	Sell	37,319 -7,000	-16%	-$87K	0.07%	88
2022 Q2	$554K	Hold	44,319	–	–	0.12%	52
2022 Q1	$1.26M	Buy	44,319 +7,000	+19%	+$202K	0.25%	29
2021 Q4	$1.32M	Buy	37,319 +2,800	+8%	+$109K	0.27%	27
2021 Q3	$1.48M	Hold	34,519	–	–	0.35%	23
2021 Q2	$1.32M	Buy	34,519 +33,378	+2,925%	+$1.17M	0.33%	24
2021 Q1	$38K	Buy	+1,141	New	+$46.3K	0.01%	167

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

Crewe Advisors's XM Position: Q2 2023 in Review

Crewe Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 16,635 shares — an estimated $297K sold.

Crewe Advisors first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $1.48M in Q3 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Crewe Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 16,635 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $297K.
Crewe Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Crewe Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $1.48M in Q3 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.