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

MV Capital Management’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	-31,257	Closed	-$557K	–	704
2023 Q1	$557K	Hold	31,257	–	–	0.08%	97
2022 Q4	$324K	Buy	+31,257	New	+$327K	0.05%	108

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

MV Capital Management's XM Position: Q2 2023 in Review

MV Capital Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 31,257 shares — an estimated $557K sold.

MV Capital Management first reported a position in XM in Q4 2022 and held it in 2 quarters. The position peaked at $557K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

MV Capital Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
MV Capital Management sold 31,257 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $557K.
MV Capital Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
MV Capital Management's Qualtrics International Inc. Class A Common Stock position peaked at $557K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on MV Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.