Drive Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Drive Wealth Management’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	-17,613	Closed	-$314K	–	321
2023 Q1	$314K	Sell	17,613 -10	-0.1%	-$153	0.13%	165
2022 Q4	$183K	Sell	17,623 -50	-0.3%	-$524	0.09%	225
2022 Q3	$180K	Buy	+17,673	New	+$220K	0.17%	142

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

Drive Wealth Management's XM Position: Q2 2023 in Review

Drive Wealth Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 17,613 shares — an estimated $314K sold.

Drive Wealth Management first reported a position in XM in Q3 2022 and held it in 3 quarters. The position peaked at $314K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Drive Wealth Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Drive Wealth Management sold 17,613 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $314K.
Drive Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2022 and held it in 3 quarters.
Drive Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $314K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Drive Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.