Leonteq Securities AG’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Leonteq Securities AG’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	-440	Closed	-$7.84K	–	1332
2023 Q1	$7.84K	Sell	440 -36	-8%	-$550	﹤0.01%	1063
2022 Q4	$4.94K	Sell	476 -2,390	-83%	-$25K	﹤0.01%	1137
2022 Q3	$29.2K	Hold	2,866	–	–	﹤0.01%	911
2022 Q2	$35.9K	Buy	2,866 +339	+13%	+$6.04K	﹤0.01%	886
2022 Q1	$72.1K	Buy	2,527 +800	+46%	+$23.1K	﹤0.01%	803
2021 Q4	$61.1K	Buy	1,727 +1,200	+228%	+$46.6K	﹤0.01%	863
2021 Q3	$22.5K	Buy	+527	New	+$22.3K	﹤0.01%	961

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

Leonteq Securities AG's XM Position: Q2 2023 in Review

Leonteq Securities AG sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 440 shares — an estimated $7.84K sold.

Leonteq Securities AG first reported a position in XM in Q3 2021 and held it in 7 quarters. The position peaked at $72.1K in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Leonteq Securities AG reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Leonteq Securities AG sold 440 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $7.84K.
Leonteq Securities AG first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 7 quarters.
Leonteq Securities AG's Qualtrics International Inc. Class A Common Stock position peaked at $72.1K in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Leonteq Securities AG's 13F filing for Q2 2023, filed 11 Mar 2026.