HighTower Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

HighTower Advisors’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 Q1	–	Sell	-16,088	Closed	-$167K	–	3732
2022 Q4	$167K	Buy	+16,088	New	+$169K	﹤0.01%	2824
2022 Q2	–	Sell	-9,782	Closed	-$281K	–	3633
2022 Q1	$281K	Sell	9,782 -2,688	-22%	-$77.6K	﹤0.01%	2576
2021 Q4	$442K	Sell	12,470 -5,535	-31%	-$215K	﹤0.01%	2238
2021 Q3	$769K	Buy	+18,005	New	+$762K	﹤0.01%	1807

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HighTower Advisors's XM Position: Q1 2023 in Review

HighTower Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 16,088 shares — an estimated $167K sold.

HighTower Advisors first reported a position in XM in Q3 2021 and held it in 4 quarters. The position peaked at $769K in Q3 2021. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

HighTower Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
HighTower Advisors sold 16,088 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $167K.
HighTower Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 4 quarters.
HighTower Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $769K in Q3 2021.
197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.