MWA
XM

Moser Wealth Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Moser Wealth Advisors’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
Q4 		$10 Hold
1
– – ﹤0.01% 125
2022
Q3 		$0 Buy
+1
New +$12 ﹤0.01% 156

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Moser Wealth Advisors's XM Position: Q4 2022 in Review

Moser Wealth Advisors held its Qualtrics International Inc. Class A Common Stock (XM) position steady in Q4 2022 at 1 share worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #125.

Moser Wealth Advisors first reported a position in XM in Q3 2022 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold XM as of Q4 2022.

  • Moser Wealth Advisors held 1 share of Qualtrics International Inc. Class A Common Stock worth $10 as of Q4 2022.
  • Moser Wealth Advisors left its Qualtrics International Inc. Class A Common Stock share count unchanged in Q4 2022.
  • Qualtrics International Inc. Class A Common Stock made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q4 2022, its #125 holding.
  • Moser Wealth Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2022 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2022.

Based on Moser Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.