PPA
XM

Parametric Portfolio Associates’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$216K Sell
7,556
-3,587
-32% -$104K ﹤0.01% 3415
2021
Q4 		$394K Sell
11,143
-743
-6% -$28.9K ﹤0.01% 3164
2021
Q3 		$508K Buy
+11,886
New +$503K ﹤0.01% 3103

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Parametric Portfolio Associates's XM Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Qualtrics International Inc. Class A Common Stock (XM) stake by 32% in Q1 2022, selling an estimated $104K and leaving 7,556 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #3415.

Parametric Portfolio Associates first reported a position in XM in Q3 2021 and has held it in 3 quarters since. The position peaked at $508K in Q3 2021. 198 funds tracked by Wall St. Rank hold XM as of Q1 2022.

  • Parametric Portfolio Associates held 7,556 shares of Qualtrics International Inc. Class A Common Stock worth $216K as of Q1 2022.
  • Parametric Portfolio Associates sold 3,587 Qualtrics International Inc. Class A Common Stock shares in Q1 2022, an estimated $104K.
  • Qualtrics International Inc. Class A Common Stock made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3415 holding.
  • Parametric Portfolio Associates first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and has held it in 3 quarters since.
  • Parametric Portfolio Associates's Qualtrics International Inc. Class A Common Stock position peaked at $508K in Q3 2021.
  • 198 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.