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

Jump Financial’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	-10,782	Closed	-$192K	–	2286
2023 Q1	$192K	Sell	10,782 -90,965	-89%	-$1.39M	0.01%	1332
2022 Q4	$1.06M	Sell	101,747 -47,691	-32%	-$500K	0.06%	455
2022 Q3	$1.52M	Sell	149,438 -6,796	-4%	-$84.4K	0.06%	462
2022 Q2	$1.95M	Buy	156,234 +18,989	+14%	+$338K	0.08%	327
2022 Q1	$3.92M	Buy	137,245 +114,620	+507%	+$3.31M	0.17%	121
2021 Q4	$801K	Sell	22,625 -49,748	-69%	-$1.93M	0.05%	469
2021 Q3	$3.09M	Buy	+72,373	New	+$3.06M	0.22%	58

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 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 $360M AUM 16.9% 1-Year Est. Return

Jump Financial's XM Position: Q2 2023 in Review

Jump Financial sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 10,782 shares — an estimated $192K sold.

Jump Financial first reported a position in XM in Q3 2021 and held it in 7 quarters. The position peaked at $3.92M in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Jump Financial reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Jump Financial sold 10,782 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $192K.
Jump Financial first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 7 quarters.
Jump Financial's Qualtrics International Inc. Class A Common Stock position peaked at $3.92M in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Jump Financial's 13F filing for Q2 2023, filed 7 Aug 2023.