Morgan Stanley’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Morgan Stanley’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	-1,025,855	Closed	-$18.3M	–	7750
2023 Q1	$18.3M	Buy	1,025,855 +463,843	+83%	+$7.09M	﹤0.01%	2527
2022 Q4	$5.83M	Sell	562,012 -1,943,249	-78%	-$20.4M	﹤0.01%	3611
2022 Q3	$25.5M	Buy	2,505,261 +1,338,538	+115%	+$16.6M	﹤0.01%	1938
2022 Q2	$14.6M	Sell	1,166,723 -3,606,188	-76%	-$64.2M	﹤0.01%	2633
2022 Q1	$136M	Buy	4,772,911 +2,139,276	+81%	+$61.8M	0.02%	687
2021 Q4	$93.2M	Buy	2,633,635 +1,118,591	+74%	+$43.5M	0.01%	942
2021 Q3	$64.8M	Sell	1,515,044 -134,593	-8%	-$5.69M	0.01%	1124
2021 Q2	$63.1M	Buy	1,649,637 +280,737	+21%	+$9.86M	0.01%	1148
2021 Q1	$45M	Buy	+1,368,900	New	+$55.6M	0.01%	1241

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

Morgan Stanley's XM Position: Q2 2023 in Review

Morgan Stanley sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 1,025,855 shares — an estimated $18.3M sold.

Morgan Stanley first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $136M in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Morgan Stanley reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Morgan Stanley sold 1,025,855 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $18.3M.
Morgan Stanley first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Morgan Stanley's Qualtrics International Inc. Class A Common Stock position peaked at $136M in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Morgan Stanley's 13F filing for Q2 2023, filed 14 Aug 2023.