Rockefeller Capital Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Rockefeller Capital Management’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	-32,014	Closed	-$570K	–	2079
2023 Q1	$570K	Buy	32,014 +28,256	+752%	+$432K	﹤0.01%	1302
2022 Q4	$39K	Sell	3,758 -2,003	-35%	-$21K	﹤0.01%	2512
2022 Q3	$58K	Sell	5,761 -1,131	-16%	-$14.1K	﹤0.01%	2275
2022 Q2	$86K	Buy	6,892 +819	+13%	+$14.6K	﹤0.01%	2027
2022 Q1	$173K	Buy	6,073 +5,273	+659%	+$152K	﹤0.01%	1747
2021 Q4	$28K	Buy	+800	New	+$31.1K	﹤0.01%	2487
2021 Q3	–	Sell	-100	Closed	-$3K	–	3907
2021 Q2	$3K	Buy	+100	New	+$3.51K	﹤0.01%	3210

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

Rockefeller Capital Management's XM Position: Q2 2023 in Review

Rockefeller Capital Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 32,014 shares — an estimated $570K sold.

Rockefeller Capital Management first reported a position in XM in Q2 2021 and held it in 7 quarters. The position peaked at $570K in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Rockefeller Capital Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Rockefeller Capital Management sold 32,014 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $570K.
Rockefeller Capital Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2021 and held it in 7 quarters.
Rockefeller Capital Management's Qualtrics International Inc. Class A Common Stock position peaked at $570K in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Rockefeller Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.