CWS
XM

Cypress Wealth Services’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Cypress Wealth Services’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
Q2 		– Sell
-8,695
Closed -$248K – 262
2022
Q1 		$248K Buy
+8,695
New +$251K 0.07% 201

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cypress Wealth Services's XM Position: Q2 2022 in Review

Cypress Wealth Services sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2022, closing a stake of 8,695 shares — an estimated $248K sold.

Cypress Wealth Services first reported a position in XM in Q1 2022 and held it in 1 quarter. The position peaked at $248K in Q1 2022. 189 funds tracked by Wall St. Rank hold XM as of Q2 2022.

  • Cypress Wealth Services reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 8,695 Qualtrics International Inc. Class A Common Stock shares in Q2 2022, an estimated $248K.
  • Cypress Wealth Services first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2022 and held it in 1 quarter.
  • Cypress Wealth Services's Qualtrics International Inc. Class A Common Stock position peaked at $248K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.