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

Lee 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	-111	Closed	-$1.98K	–	847
2023 Q1	$1.98K	Buy	+111	New	+$1.7K	﹤0.01%	675
2022 Q1	–	Sell	-21	Closed	-$1K	–	995
2021 Q4	$1K	Buy	+21	New	+$816	﹤0.01%	890

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

Lee Financial's XM Position: Q2 2023 in Review

Lee Financial sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 111 shares — an estimated $1.98K sold.

Lee Financial first reported a position in XM in Q4 2021 and held it in 2 quarters. The position peaked at $1.98K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Lee Financial reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 111 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $1.98K.
Lee Financial first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 2 quarters.
Lee Financial's Qualtrics International Inc. Class A Common Stock position peaked at $1.98K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.