Guardian Wealth Management (Illinois)’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Guardian Wealth Management (Illinois)’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	-25	Closed	-$446	–	248
2023 Q1	$446	Hold	25	–	–	﹤0.01%	230
2022 Q4	$260	Hold	25	–	–	﹤0.01%	244
2022 Q3	$0	Hold	25	–	–	﹤0.01%	248
2022 Q2	$0	Hold	25	–	–	﹤0.01%	241
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	229
2021 Q4	$1K	Buy	+25	New	+$972	﹤0.01%	222

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

Guardian Wealth Management (Illinois)'s XM Position: Q2 2023 in Review

Guardian Wealth Management (Illinois) sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 25 shares — an estimated $446 sold.

Guardian Wealth Management (Illinois) first reported a position in XM in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Guardian Wealth Management (Illinois) reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 25 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $446.
Guardian Wealth Management (Illinois) first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 6 quarters.
Guardian Wealth Management (Illinois)'s Qualtrics International Inc. Class A Common Stock position peaked at $1K in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2023, filed 14 Aug 2023.