Guggenheim Capital’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Guggenheim Capital’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	-15,435	Closed	-$275K	–	1963
2023 Q1	$275K	Buy	+15,435	New	+$236K	﹤0.01%	1707

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

Guggenheim Capital's XM Position: Q2 2023 in Review

Guggenheim Capital sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 15,435 shares — an estimated $275K sold.

Guggenheim Capital first reported a position in XM in Q1 2023 and held it in 1 quarter. The position peaked at $275K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Guggenheim Capital reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Guggenheim Capital sold 15,435 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $275K.
Guggenheim Capital first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2023 and held it in 1 quarter.
Guggenheim Capital's Qualtrics International Inc. Class A Common Stock position peaked at $275K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Guggenheim Capital's 13F filing for Q2 2023, filed 11 Aug 2023.