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

FirstPurpose Wealth’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	-17,995	Closed	-$321K	–	213
2023 Q1	$321K	Buy	17,995 +2,430	+16%	+$37.1K	0.16%	116
2022 Q4	$162K	Buy	15,565 +1,511	+11%	+$15.8K	0.09%	178
2022 Q3	$143K	Buy	14,054 +1,993	+17%	+$24.8K	0.09%	148
2022 Q2	$151K	Sell	12,061 -226	-2%	-$4.02K	0.1%	134
2022 Q1	$351K	Buy	12,287 +5,421	+79%	+$157K	0.27%	83
2021 Q4	$243K	Buy	+6,866	New	+$267K	0.15%	116

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

FirstPurpose Wealth's XM Position: Q2 2023 in Review

FirstPurpose Wealth sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 17,995 shares — an estimated $321K sold.

FirstPurpose Wealth first reported a position in XM in Q4 2021 and held it in 6 quarters. The position peaked at $351K in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

FirstPurpose Wealth reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
FirstPurpose Wealth sold 17,995 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $321K.
FirstPurpose Wealth first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 6 quarters.
FirstPurpose Wealth's Qualtrics International Inc. Class A Common Stock position peaked at $351K in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on FirstPurpose Wealth's 13F filing for Q2 2023, filed 21 Jul 2023.