Private Trust Company’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Private Trust Company’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	-11	Closed	-$196	–	2386
2023 Q1	$196	Hold	11	–	–	﹤0.01%	2243
2022 Q4	$0	Buy	+11	New	+$115	﹤0.01%	2305
2022 Q3	–	Sell	-11	Closed	–	–	2247
2022 Q2	$0	Buy	+11	New	+$196	﹤0.01%	2158

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

Private Trust Company's XM Position: Q2 2023 in Review

Private Trust Company sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 11 shares — an estimated $196 sold.

Private Trust Company first reported a position in XM in Q2 2022 and held it in 3 quarters. The position peaked at $196 in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Private Trust Company reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Private Trust Company sold 11 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $196.
Private Trust Company first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2022 and held it in 3 quarters.
Private Trust Company's Qualtrics International Inc. Class A Common Stock position peaked at $196 in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Private Trust Company's 13F filing for Q2 2023, filed 28 Jul 2023.