High Net Worth Advisory Group’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

High Net Worth Advisory Group’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
2022 Q2	–	Sell	-150	Closed	-$4K	–	738
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	615
2021 Q4	$5K	Buy	+150	New	+$5.83K	﹤0.01%	612

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

High Net Worth Advisory Group's XM Position: Q2 2022 in Review

High Net Worth Advisory Group sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2022, closing a stake of 150 shares — an estimated $4K sold.

High Net Worth Advisory Group first reported a position in XM in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 189 funds tracked by Wall St. Rank hold XM as of Q2 2022.

High Net Worth Advisory Group reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 150 Qualtrics International Inc. Class A Common Stock shares in Q2 2022, an estimated $4K.
High Net Worth Advisory Group first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 2 quarters.
High Net Worth Advisory Group's Qualtrics International Inc. Class A Common Stock position peaked at $5K in Q4 2021.
189 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2022.

Based on High Net Worth Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.