LJAC
XM

L.J. Altfest & Co’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

L.J. Altfest & Co’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
Q2 		– Sell
-11,740
Closed -$335K – 291
2022
Q1 		$335K Buy
11,740
+874
+8% +$25.2K 0.06% 194
2021
Q4 		$385K Buy
+10,866
New +$422K 0.07% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

L.J. Altfest & Co's XM Position: Q2 2022 in Review

L.J. Altfest & Co sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2022, closing a stake of 11,740 shares — an estimated $335K sold.

L.J. Altfest & Co first reported a position in XM in Q4 2021 and held it in 2 quarters. The position peaked at $385K in Q4 2021. 189 funds tracked by Wall St. Rank hold XM as of Q2 2022.

  • L.J. Altfest & Co reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
  • L.J. Altfest & Co sold 11,740 Qualtrics International Inc. Class A Common Stock shares in Q2 2022, an estimated $335K.
  • L.J. Altfest & Co first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 2 quarters.
  • L.J. Altfest & Co's Qualtrics International Inc. Class A Common Stock position peaked at $385K in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2022.

Based on L.J. Altfest & Co's 13F filing for Q2 2022, filed 4 Aug 2022.