LPWM
XM

Lake Point Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Lake Point Wealth 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
2021
Q3 		– Sell
-161
Closed -$6K – 472
2021
Q2 		$6K Buy
+161
New +$5.65K ﹤0.01% 234

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lake Point Wealth Management's XM Position: Q3 2021 in Review

Lake Point Wealth Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2021, closing a stake of 161 shares — an estimated $6K sold.

Lake Point Wealth Management first reported a position in XM in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 165 funds tracked by Wall St. Rank hold XM as of Q3 2021.

  • Lake Point Wealth Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 161 Qualtrics International Inc. Class A Common Stock shares in Q3 2021, an estimated $6K.
  • Lake Point Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $6K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.