Financial Architects (New Jersey)’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Financial Architects (New Jersey)’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
2021 Q2	–	Sell	-16,335	Closed	-$538K	–	361
2021 Q1	$538K	Buy	+16,335	New	+$663K	0.08%	178

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Architects (New Jersey)'s XM Position: Q2 2021 in Review

Financial Architects (New Jersey) sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2021, closing a stake of 16,335 shares — an estimated $538K sold.

Financial Architects (New Jersey) first reported a position in XM in Q1 2021 and held it in 1 quarter. The position peaked at $538K in Q1 2021. 164 funds tracked by Wall St. Rank hold XM as of Q2 2021.

Financial Architects (New Jersey) reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
Financial Architects (New Jersey) sold 16,335 Qualtrics International Inc. Class A Common Stock shares in Q2 2021, an estimated $538K.
Financial Architects (New Jersey) first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 1 quarter.
Financial Architects (New Jersey)'s Qualtrics International Inc. Class A Common Stock position peaked at $538K in Q1 2021.
164 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2021.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2021, filed 10 Aug 2021.