JWA
XM

JFS Wealth Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

JFS Wealth Advisors’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
2022
Q4 		– Sell
-200
Closed -$2K – 2008
2022
Q3 		$2K Hold
200
– – ﹤0.01% 1446
2022
Q2 		$3K Hold
200
– – ﹤0.01% 1262
2022
Q1 		$6K Hold
200
– – ﹤0.01% 1009
2021
Q4 		$7K Buy
+200
New +$7.77K ﹤0.01% 752

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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JFS Wealth Advisors's XM Position: Q4 2022 in Review

JFS Wealth Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q4 2022, closing a stake of 200 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in XM in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 176 funds tracked by Wall St. Rank hold XM as of Q4 2022.

  • JFS Wealth Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 200 Qualtrics International Inc. Class A Common Stock shares in Q4 2022, an estimated $2K.
  • JFS Wealth Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
  • JFS Wealth Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $7K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.