JCM
XM

Janney Capital Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Janney Capital 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
Q1 		– Sell
-23,267
Closed -$242K – 267
2022
Q4 		$242K Sell
23,267
-3,359
-13% -$35.2K 0.02% 220
2022
Q3 		$271K Buy
+26,626
New +$331K 0.02% 182

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

Janney Capital Management's XM Position: Q1 2023 in Review

Janney Capital Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 23,267 shares — an estimated $242K sold.

Janney Capital Management first reported a position in XM in Q3 2022 and held it in 2 quarters. The position peaked at $271K in Q3 2022. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

  • Janney Capital Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Janney Capital Management sold 23,267 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $242K.
  • Janney Capital Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2022 and held it in 2 quarters.
  • Janney Capital Management's Qualtrics International Inc. Class A Common Stock position peaked at $271K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on Janney Capital Management's 13F filing for Q1 2023, filed 28 Apr 2023.