Institutional & Family Asset Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Institutional & Family Asset Management’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	-56	Closed	-$998	–	800
2023 Q1	$998	Sell	56 -1	-2%	-$15	﹤0.01%	631
2022 Q4	$592	Hold	57	–	–	﹤0.01%	647
2022 Q3	$1K	Buy	+57	New	+$708	﹤0.01%	694

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

Institutional & Family Asset Management's XM Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 56 shares — an estimated $998 sold.

Institutional & Family Asset Management first reported a position in XM in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Institutional & Family Asset Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 56 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $998.
Institutional & Family Asset Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2022 and held it in 3 quarters.
Institutional & Family Asset Management's Qualtrics International Inc. Class A Common Stock position peaked at $1K in Q3 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.