PGFC
XM

Peapack-Gladstone Financial Corp’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Peapack-Gladstone Financial Corp’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
-12,450
Closed -$129K – 723
2022
Q4 		$129K Sell
12,450
-6,250
-33% -$65.5K ﹤0.01% 644
2022
Q3 		$190K Buy
18,700
+650
+4% +$8.08K ﹤0.01% 633
2022
Q2 		$226K Buy
18,050
+8,050
+81% +$143K 0.01% 572
2022
Q1 		$286K Buy
+10,000
New +$289K 0.01% 565

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
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
N
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Peapack-Gladstone Financial Corp's XM Position: Q1 2023 in Review

Peapack-Gladstone Financial Corp sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 12,450 shares — an estimated $129K sold.

Peapack-Gladstone Financial Corp first reported a position in XM in Q1 2022 and held it in 4 quarters. The position peaked at $286K in Q1 2022. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

  • Peapack-Gladstone Financial Corp reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 12,450 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $129K.
  • Peapack-Gladstone Financial Corp first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2022 and held it in 4 quarters.
  • Peapack-Gladstone Financial Corp's Qualtrics International Inc. Class A Common Stock position peaked at $286K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2023, filed 15 May 2023.