Intellectus Partners’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Intellectus Partners’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	-396,374	Closed	-$7.07M	–	281
2023 Q1	$7.07M	Buy	396,374 +385,299	+3,479%	+$5.89M	2.23%	4
2022 Q4	$115K	Hold	11,075	–	–	0.04%	244
2022 Q3	$113K	Hold	11,075	–	–	0.04%	244
2022 Q2	$139K	Buy	11,075 +380	+4%	+$6.76K	0.05%	233
2022 Q1	$305K	Buy	+10,695	New	+$309K	0.09%	196

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 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 $468M AUM 65.89% 1-Year Est. Return

Intellectus Partners's XM Position: Q2 2023 in Review

Intellectus Partners sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 396,374 shares — an estimated $7.07M sold.

Intellectus Partners first reported a position in XM in Q1 2022 and held it in 5 quarters. The position peaked at $7.07M in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Intellectus Partners reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Intellectus Partners sold 396,374 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $7.07M.
Intellectus Partners first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2022 and held it in 5 quarters.
Intellectus Partners's Qualtrics International Inc. Class A Common Stock position peaked at $7.07M in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Intellectus Partners's 13F filing for Q2 2023, filed 31 Jul 2023.