Envestnet Asset Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Envestnet Asset 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	-46,711	Closed	-$833K	–	4127
2023 Q1	$833K	Sell	46,711 -33,203	-42%	-$508K	﹤0.01%	2802
2022 Q4	$830K	Buy	79,914 +53,937	+208%	+$565K	﹤0.01%	2781
2022 Q3	$264K	Buy	25,977 +6,647	+34%	+$82.6K	﹤0.01%	3430
2022 Q2	$242K	Sell	19,330 -2,624	-12%	-$46.7K	﹤0.01%	3480
2022 Q1	$627K	Buy	21,954 +3,847	+21%	+$111K	﹤0.01%	2992
2021 Q4	$641K	Buy	18,107 +7,963	+78%	+$309K	﹤0.01%	2916
2021 Q3	$434K	Buy	10,144 +1,156	+13%	+$48.9K	﹤0.01%	3053
2021 Q2	$344K	Buy	+8,988	New	+$316K	﹤0.01%	3209

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

Envestnet Asset Management's XM Position: Q2 2023 in Review

Envestnet Asset Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 46,711 shares — an estimated $833K sold.

Envestnet Asset Management first reported a position in XM in Q2 2021 and held it in 8 quarters. The position peaked at $833K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Envestnet Asset Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Envestnet Asset Management sold 46,711 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $833K.
Envestnet Asset Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2021 and held it in 8 quarters.
Envestnet Asset Management's Qualtrics International Inc. Class A Common Stock position peaked at $833K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Envestnet Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.