Spire Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Spire Wealth 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	-344	Closed	-$6.14K	–	2564
2023 Q1	$6.14K	Hold	344	–	–	﹤0.01%	1987
2022 Q4	$4K	Hold	344	–	–	﹤0.01%	1938
2022 Q3	$4K	Sell	344 -813	-70%	-$10.1K	﹤0.01%	1842
2022 Q2	$14K	Sell	1,157 -229	-17%	-$4.08K	﹤0.01%	1817
2022 Q1	$40K	Sell	1,386 -15,263	-92%	-$441K	﹤0.01%	1538
2021 Q4	$589K	Buy	16,649 +15,312	+1,145%	+$595K	0.01%	638
2021 Q3	$57K	Hold	1,337	–	–	﹤0.01%	1421
2021 Q2	$51K	Sell	1,337 -19,210	-93%	-$674K	﹤0.01%	1477
2021 Q1	$690K	Buy	+20,547	New	+$834K	0.02%	563

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

Spire Wealth Management's XM Position: Q2 2023 in Review

Spire Wealth Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 344 shares — an estimated $6.14K sold.

Spire Wealth Management first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $690K in Q1 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Spire Wealth Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 344 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $6.14K.
Spire Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $690K in Q1 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.