RJA
XM

Raymond James & Associates’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Raymond James & 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
2023
Q2 		– Sell
-60,576
Closed -$1.08M – 4020
2023
Q1 		$1.08M Buy
60,576
+13,548
+29% +$207K ﹤0.01% 2411
2022
Q4 		$488K Sell
47,028
-8,950
-16% -$93.8K ﹤0.01% 2908
2022
Q3 		$570K Buy
55,978
+31,513
+129% +$392K ﹤0.01% 2774
2022
Q2 		$306K Sell
24,465
-3,025
-11% -$53.9K ﹤0.01% 3225
2022
Q1 		$785K Sell
27,490
-9,004
-25% -$260K ﹤0.01% 2759
2021
Q4 		$1.29M Buy
36,494
+28,327
+347% +$1.1M ﹤0.01% 2458
2021
Q3 		$349K Buy
+8,167
New +$345K ﹤0.01% 3310
2021
Q2 		– Sell
-13,913
Closed -$458K – 4254
2021
Q1 		$458K Buy
+13,913
New +$565K ﹤0.01% 3082

Other funds holding XM

Skandinaviska Enskilda Banken (SEB)
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

Raymond James & Associates's XM Position: Q2 2023 in Review

Raymond James & Associates sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 60,576 shares — an estimated $1.08M sold.

Raymond James & Associates first reported a position in XM in Q1 2021 and held it in 8 quarters. The position peaked at $1.29M in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

  • Raymond James & Associates reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Raymond James & Associates sold 60,576 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $1.08M.
  • Raymond James & Associates first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 8 quarters.
  • Raymond James & Associates's Qualtrics International Inc. Class A Common Stock position peaked at $1.29M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Raymond James & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.