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

Mackenzie 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	-21,100	Closed	-$376K	–	1672
2023 Q1	$376K	Buy	+21,100	New	+$323K	﹤0.01%	1107

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

Mackenzie Financial's XM Position: Q2 2023 in Review

Mackenzie Financial sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 21,100 shares — an estimated $376K sold.

Mackenzie Financial first reported a position in XM in Q1 2023 and held it in 1 quarter. The position peaked at $376K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Mackenzie Financial reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Mackenzie Financial sold 21,100 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $376K.
Mackenzie Financial first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2023 and held it in 1 quarter.
Mackenzie Financial's Qualtrics International Inc. Class A Common Stock position peaked at $376K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Mackenzie Financial's 13F filing for Q2 2023, filed 3 Aug 2023.