Osaic Holdings’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Osaic Holdings’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	-6,924	Closed	-$123K	–	7643
2023 Q1	$123K	Buy	6,924 +2,793	+68%	+$42.7K	﹤0.01%	4270
2022 Q4	$43K	Sell	4,131 -437	-10%	-$4.58K	﹤0.01%	5048
2022 Q3	$47K	Sell	4,568 -652	-12%	-$8.1K	﹤0.01%	4967
2022 Q2	$66K	Sell	5,220 -648	-11%	-$11.5K	﹤0.01%	4740
2022 Q1	$173K	Sell	5,868 -2,905	-33%	-$83.9K	﹤0.01%	4162
2021 Q4	$311K	Sell	8,773 -158	-2%	-$6.14K	﹤0.01%	3526
2021 Q3	$381K	Sell	8,931 -2,443	-21%	-$103K	﹤0.01%	3319
2021 Q2	$435K	Sell	11,374 -4,313	-27%	-$151K	﹤0.01%	3169
2021 Q1	$516K	Buy	+15,687	New	+$637K	﹤0.01%	2835

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

Osaic Holdings's XM Position: Q2 2023 in Review

Osaic Holdings sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 6,924 shares — an estimated $123K sold.

Osaic Holdings first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $516K in Q1 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Osaic Holdings reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Osaic Holdings sold 6,924 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $123K.
Osaic Holdings first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Osaic Holdings's Qualtrics International Inc. Class A Common Stock position peaked at $516K in Q1 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Osaic Holdings's 13F filing for Q2 2023, filed 10 Aug 2023.