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

Invesco’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	-23,898	Closed	-$426K	–	4008
2023 Q1	$426K	Sell	23,898 -3,814,545	-99%	-$58.3M	﹤0.01%	3351
2022 Q4	$39.8M	Buy	3,838,443 +239,515	+7%	+$2.51M	0.01%	1019
2022 Q3	$36.6M	Buy	3,598,928 +33,614	+0.9%	+$418K	0.01%	1014
2022 Q2	$44.6M	Buy	3,565,314 +709,131	+25%	+$12.6M	0.01%	964
2022 Q1	$81.5M	Sell	2,856,183 -29,366	-1%	-$848K	0.02%	842
2021 Q4	$102M	Buy	2,885,549 +1,515,861	+111%	+$58.9M	0.02%	800
2021 Q3	$58.5M	Buy	1,369,688 +294,594	+27%	+$12.5M	0.01%	995
2021 Q2	$41.1M	Buy	1,075,094 +621,227	+137%	+$21.8M	0.01%	1168
2021 Q1	$14.9M	Buy	+453,867	New	+$18.4M	﹤0.01%	1719

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

Invesco's XM Position: Q2 2023 in Review

Invesco sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 23,898 shares — an estimated $426K sold.

Invesco first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $102M in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Invesco reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Invesco sold 23,898 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $426K.
Invesco first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Invesco's Qualtrics International Inc. Class A Common Stock position peaked at $102M in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Invesco's 13F filing for Q2 2023, filed 11 Aug 2023.