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

Ergoteles’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	-85,473	Closed	-$1.52M	–	1699
2023 Q1	$1.52M	Buy	+85,473	New	+$1.31M	0.06%	354
2022 Q1	–	Sell	-87,424	Closed	-$3.1M	–	1741
2021 Q4	$3.1M	Buy	+87,424	New	+$3.4M	0.12%	175
2021 Q2	–	Sell	-79,900	Closed	-$2.63M	–	1747
2021 Q1	$2.63M	Buy	+79,900	New	+$3.24M	0.08%	243

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

Ergoteles's XM Position: Q2 2023 in Review

Ergoteles sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 85,473 shares — an estimated $1.52M sold.

Ergoteles first reported a position in XM in Q1 2021 and held it in 3 quarters. The position peaked at $3.1M in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Ergoteles reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 85,473 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $1.52M.
Ergoteles first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 3 quarters.
Ergoteles's Qualtrics International Inc. Class A Common Stock position peaked at $3.1M in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.