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

Flagship Private 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
2021 Q3	–	Sell	-23	Closed	-$802	–	321
2021 Q2	$802	Hold	23	–	–	﹤0.01%	325
2021 Q1	$725	Buy	+23	New	+$933	﹤0.01%	295

Other funds holding XM

SLG

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

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

Flagship Private Wealth's XM Position: Q3 2021 in Review

Flagship Private Wealth sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2021, closing a stake of 23 shares — an estimated $802 sold.

Flagship Private Wealth first reported a position in XM in Q1 2021 and held it in 2 quarters. The position peaked at $802 in Q2 2021. 165 funds tracked by Wall St. Rank hold XM as of Q3 2021.

Flagship Private Wealth reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
Flagship Private Wealth sold 23 Qualtrics International Inc. Class A Common Stock shares in Q3 2021, an estimated $802.
Flagship Private Wealth first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 2 quarters.
Flagship Private Wealth's Qualtrics International Inc. Class A Common Stock position peaked at $802 in Q2 2021.
165 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.