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

Fidelity Investments’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	-1,629,061	Closed	-$29M	–	5651
2023 Q1	$29M	Sell	1,629,061 -97,490	-6%	-$1.49M	﹤0.01%	1460
2022 Q4	$17.9M	Sell	1,726,551 -199,755	-10%	-$2.09M	﹤0.01%	1654
2022 Q3	$19.6M	Sell	1,926,306 -1,570,257	-45%	-$19.5M	﹤0.01%	1619
2022 Q2	$43.7M	Sell	3,496,563 -3,168,126	-48%	-$56.4M	﹤0.01%	1331
2022 Q1	$190M	Sell	6,664,689 -891,785	-12%	-$25.8M	0.02%	798
2021 Q4	$268M	Buy	7,556,474 +4,346,454	+135%	+$169M	0.02%	684
2021 Q3	$137M	Buy	3,210,020 +1,861,079	+138%	+$78.7M	0.01%	975
2021 Q2	$51.6M	Sell	1,348,941 -235,948	-15%	-$8.28M	﹤0.01%	1410
2021 Q1	$52.2M	Buy	+1,584,889	New	+$64.3M	﹤0.01%	1378

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

Fidelity Investments's XM Position: Q2 2023 in Review

Fidelity Investments sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 1,629,061 shares — an estimated $29M sold.

Fidelity Investments first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $268M in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Fidelity Investments reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Fidelity Investments sold 1,629,061 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $29M.
Fidelity Investments first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Fidelity Investments's Qualtrics International Inc. Class A Common Stock position peaked at $268M in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Fidelity Investments's 13F filing for Q2 2023, filed 11 Aug 2023.