Lindbrook Capital’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Lindbrook Capital’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	-864	Closed	-$15.4K	–	2894
2023 Q1	$15.4K	Sell	864 -359	-29%	-$5.49K	﹤0.01%	1199
2022 Q4	$12.7K	Sell	1,223 -587	-32%	-$6.15K	﹤0.01%	1310
2022 Q3	$18K	Buy	+1,810	New	+$22.5K	﹤0.01%	1051

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

Lindbrook Capital's XM Position: Q2 2023 in Review

Lindbrook Capital sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 864 shares — an estimated $15.4K sold.

Lindbrook Capital first reported a position in XM in Q3 2022 and held it in 3 quarters. The position peaked at $18K in Q3 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Lindbrook Capital reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Lindbrook Capital sold 864 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $15.4K.
Lindbrook Capital first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2022 and held it in 3 quarters.
Lindbrook Capital's Qualtrics International Inc. Class A Common Stock position peaked at $18K in Q3 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.