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

IEQ 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
2022 Q4	–	Sell	-16,679	Closed	-$170K	–	907
2022 Q3	$170K	Hold	16,679	–	–	﹤0.01%	784
2022 Q2	$209K	Hold	16,679	–	–	0.01%	722
2022 Q1	$476K	Hold	16,679	–	–	0.01%	516
2021 Q4	$590K	Hold	16,679	–	–	0.01%	423
2021 Q3	$713K	Sell	16,679 -16,666	-50%	-$705K	0.02%	349
2021 Q2	$1.27M	Buy	+33,345	New	+$1.17M	0.04%	219

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

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

EIG

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

IEQ Capital's XM Position: Q4 2022 in Review

IEQ Capital sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q4 2022, closing a stake of 16,679 shares — an estimated $170K sold.

IEQ Capital first reported a position in XM in Q2 2021 and held it in 6 quarters. The position peaked at $1.27M in Q2 2021. 176 funds tracked by Wall St. Rank hold XM as of Q4 2022.

IEQ Capital reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
IEQ Capital sold 16,679 Qualtrics International Inc. Class A Common Stock shares in Q4 2022, an estimated $170K.
IEQ Capital first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2021 and held it in 6 quarters.
IEQ Capital's Qualtrics International Inc. Class A Common Stock position peaked at $1.27M in Q2 2021.
176 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2022.

Based on IEQ Capital's 13F filing for Q4 2022, filed 6 Feb 2023.