SignatureFD’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

SignatureFD’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	-605	Closed	-$10.8K	–	3405
2023 Q1	$10.8K	Hold	605	–	–	﹤0.01%	2174
2022 Q4	$6.28K	Hold	605	–	–	﹤0.01%	2361
2022 Q3	$6K	Buy	605 +55	+10%	+$683	﹤0.01%	2399
2022 Q2	$7K	Sell	550 -800	-59%	-$14.2K	﹤0.01%	2339
2022 Q1	$39K	Buy	1,350 +550	+69%	+$15.9K	﹤0.01%	1507
2021 Q4	$28K	Hold	800	–	–	﹤0.01%	1638
2021 Q3	$34K	Buy	800 +100	+14%	+$4.23K	﹤0.01%	1506
2021 Q2	$27K	Buy	700 +350	+100%	+$12.3K	﹤0.01%	1604
2021 Q1	$12K	Buy	+350	New	+$14.2K	﹤0.01%	1795

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

SignatureFD's XM Position: Q2 2023 in Review

SignatureFD sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 605 shares — an estimated $10.8K sold.

SignatureFD first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $39K in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

SignatureFD reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
SignatureFD sold 605 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $10.8K.
SignatureFD first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
SignatureFD's Qualtrics International Inc. Class A Common Stock position peaked at $39K in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on SignatureFD's 13F filing for Q2 2023, filed 1 Aug 2023.