James Investment Research’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

James Investment Research’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	-1,936	Closed	-$20K	–	652
2022 Q4	$20K	Buy	+1,936	New	+$20.3K	﹤0.01%	446
2021 Q4	–	Sell	-4,049	Closed	-$173K	–	534
2021 Q3	$173K	Buy	4,049 +529	+15%	+$22.4K	0.02%	290
2021 Q2	$135K	Sell	3,520 -1,425	-29%	-$50K	0.01%	321
2021 Q1	$163K	Buy	+4,945	New	+$201K	0.01%	294

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

EIG

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

James Investment Research's XM Position: Q1 2023 in Review

James Investment Research sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 1,936 shares — an estimated $20K sold.

James Investment Research first reported a position in XM in Q1 2021 and held it in 4 quarters. The position peaked at $173K in Q3 2021. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

James Investment Research reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
James Investment Research sold 1,936 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $20K.
James Investment Research first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 4 quarters.
James Investment Research's Qualtrics International Inc. Class A Common Stock position peaked at $173K in Q3 2021.
197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.