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

LPL 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
2022 Q1	–	Sell	-12,643	Closed	-$448K	–	4449
2021 Q4	$448K	Sell	12,643 -3,390	-21%	-$132K	﹤0.01%	3375
2021 Q3	$685K	Sell	16,033 -7,877	-33%	-$333K	﹤0.01%	2928
2021 Q2	$915K	Sell	23,910 -8,568	-26%	-$301K	﹤0.01%	2641
2021 Q1	$1.07M	Buy	+32,478	New	+$1.32M	﹤0.01%	2346

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LPL Financial's XM Position: Q1 2022 in Review

LPL Financial sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2022, closing a stake of 12,643 shares — an estimated $448K sold.

LPL Financial first reported a position in XM in Q1 2021 and held it in 4 quarters. The position peaked at $1.07M in Q1 2021. 198 funds tracked by Wall St. Rank hold XM as of Q1 2022.

LPL Financial reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
LPL Financial sold 12,643 Qualtrics International Inc. Class A Common Stock shares in Q1 2022, an estimated $448K.
LPL Financial first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 4 quarters.
LPL Financial's Qualtrics International Inc. Class A Common Stock position peaked at $1.07M in Q1 2021.
198 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2022.

Based on LPL Financial's 13F filing for Q1 2022, filed 16 May 2022.