Northwestern Mutual Wealth Management
XM

Northwestern Mutual Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Northwestern Mutual Wealth 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
-375
Closed -$6.69K – 3692
2023
Q1 		$6.69K Buy
+375
New +$5.73K ﹤0.01% 2650
2022
Q2 		– Sell
-19
Closed -$1K – 3573
2022
Q1 		$1K Sell
19
-3
-14% -$87 ﹤0.01% 3051
2021
Q4 		$1K Buy
+22
New +$855 ﹤0.01% 3091

Other funds holding XM

Skandinaviska Enskilda Banken (SEB)
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

Northwestern Mutual Wealth Management's XM Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 375 shares — an estimated $6.69K sold.

Northwestern Mutual Wealth Management first reported a position in XM in Q4 2021 and held it in 3 quarters. The position peaked at $6.69K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 375 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $6.69K.
  • Northwestern Mutual Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $6.69K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.