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

Parallel 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 Q2	–	Sell	-52	Closed	-$927	–	3567
2023 Q1	$927	Hold	52	–	–	﹤0.01%	2974
2022 Q4	$540	Hold	52	–	–	﹤0.01%	3022
2022 Q3	$1K	Hold	52	–	–	﹤0.01%	3085
2022 Q2	$1K	Hold	52	–	–	﹤0.01%	2919
2022 Q1	$2K	Hold	52	–	–	﹤0.01%	2659
2021 Q4	$2K	Buy	+52	New	+$2.02K	﹤0.01%	2787

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

Parallel Advisors's XM Position: Q2 2023 in Review

Parallel Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 52 shares — an estimated $927 sold.

Parallel Advisors first reported a position in XM in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Parallel Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Parallel Advisors sold 52 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $927.
Parallel Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 6 quarters.
Parallel Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $2K in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Parallel Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.