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

Elite 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	-43,469	Closed	-$775K	–	65
2023 Q1	$775K	Buy	43,469 +3,840	+10%	+$58.7K	0.05%	32
2022 Q4	$411K	Sell	39,629 -200	-0.5%	-$2.1K	0.04%	41
2022 Q3	$405K	Hold	39,829	–	–	0.03%	39
2022 Q2	$498K	Buy	39,829 +16,941	+74%	+$302K	0.08%	36
2022 Q1	$653K	Hold	22,888	–	–	0.11%	33
2021 Q4	$810K	Buy	22,888 +6,829	+43%	+$265K	0.11%	31
2021 Q3	$686K	Buy	+16,059	New	+$679K	0.13%	36

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

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

Elite Wealth Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 43,469 shares — an estimated $775K sold.

Elite Wealth Management first reported a position in XM in Q3 2021 and held it in 7 quarters. The position peaked at $810K in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Elite Wealth Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Elite Wealth Management sold 43,469 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $775K.
Elite Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 7 quarters.
Elite Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $810K in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Elite Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.