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

NewEdge 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
2023 Q1	–	Sell	-13,763	Closed	-$143K	–	4302
2022 Q4	$143K	Buy	+13,763	New	+$144K	﹤0.01%	1305
2021 Q4	–	Sell	-27,106	Closed	-$1.16M	–	1715
2021 Q3	$1.16M	Buy	27,106 +3,788	+16%	+$160K	0.03%	475
2021 Q2	$892K	Sell	23,318 -9,421	-29%	-$331K	0.02%	525
2021 Q1	$1.08M	Buy	+32,739	New	+$1.33M	0.03%	436

Other funds holding XM

SLG

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

NewEdge Advisors's XM Position: Q1 2023 in Review

NewEdge Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 13,763 shares — an estimated $143K sold.

NewEdge Advisors first reported a position in XM in Q1 2021 and held it in 4 quarters. The position peaked at $1.16M in Q3 2021. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

NewEdge Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 13,763 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $143K.
NewEdge Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 4 quarters.
NewEdge Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $1.16M in Q3 2021.
197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.