IA
XM

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

IFP 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
-100
Closed -$5K – 4598
2022
Q4 		$5K Sell
100
-2,000
-95% -$21K ﹤0.01% 3836
2022
Q3 		$97K Buy
2,100
+2,000
+2,000% +$24.9K ﹤0.01% 1875
2022
Q2 		$5K Hold
100
– – ﹤0.01% 3846
2022
Q1 		$5K Buy
+100
New +$2.89K ﹤0.01% 3846
2021
Q2 		– Sell
-178
Closed -$6.25K – 3295
2021
Q1 		$5K Buy
+178
New +$7.22K ﹤0.01% 2445

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
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
N
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

IFP Advisors's XM Position: Q1 2023 in Review

IFP Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 100 shares — an estimated $5K sold.

IFP Advisors first reported a position in XM in Q1 2021 and held it in 5 quarters. The position peaked at $97K in Q3 2022. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

  • IFP Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 100 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $5K.
  • IFP Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 5 quarters.
  • IFP Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $97K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.