Kelly Lawrence W & Associates’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Kelly Lawrence W & Associates’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 Q3	–	Sell	-100	Closed	-$1.81K	–	168
2023 Q2	$1.81K	Hold	100	–	–	﹤0.01%	151
2023 Q1	$1.78K	Hold	100	–	–	﹤0.01%	156
2022 Q4	$1.04K	Hold	100	–	–	﹤0.01%	158
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	173
2022 Q2	$1K	Sell	100 -2,900	-97%	-$51.6K	﹤0.01%	173
2022 Q1	$86K	Hold	3,000	–	–	0.02%	100
2021 Q4	$106K	Hold	3,000	–	–	0.02%	97
2021 Q3	$128K	Hold	3,000	–	–	0.03%	88
2021 Q2	$115K	Hold	3,000	–	–	0.02%	95
2021 Q1	$99K	Buy	+3,000	New	+$122K	0.02%	95

Other funds holding XM

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Kelly Lawrence W & Associates's XM Position: Q3 2023 in Review

Kelly Lawrence W & Associates sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2023, closing a stake of 100 shares — an estimated $1.81K sold.

Kelly Lawrence W & Associates first reported a position in XM in Q1 2021 and held it in 10 quarters. The position peaked at $128K in Q3 2021. 1 fund tracked by Wall St. Rank holds XM as of Q3 2023.

Kelly Lawrence W & Associates reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Kelly Lawrence W & Associates sold 100 Qualtrics International Inc. Class A Common Stock shares in Q3 2023, an estimated $1.81K.
Kelly Lawrence W & Associates first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 10 quarters.
Kelly Lawrence W & Associates's Qualtrics International Inc. Class A Common Stock position peaked at $128K in Q3 2021.
1 fund tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2023.

Based on Kelly Lawrence W & Associates's 13F filing for Q3 2023, filed 14 Nov 2023.