Global Wealth Strategies & Associates’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Global Wealth Strategies & Associates’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	-3,004	Closed	-$53.6K	–	361
2023 Q1	$53.6K	Hold	3,004	–	–	0.03%	71
2022 Q4	$31.2K	Buy	+3,004	New	+$31.5K	0.02%	89

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

Global Wealth Strategies & Associates's XM Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 3,004 shares — an estimated $53.6K sold.

Global Wealth Strategies & Associates first reported a position in XM in Q4 2022 and held it in 2 quarters. The position peaked at $53.6K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Global Wealth Strategies & Associates reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Global Wealth Strategies & Associates sold 3,004 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $53.6K.
Global Wealth Strategies & Associates first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
Global Wealth Strategies & Associates's Qualtrics International Inc. Class A Common Stock position peaked at $53.6K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.