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

SteelPeak Wealth’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
2022 Q3	–	Sell	-20,000	Closed	-$250K	–	448
2022 Q2	$250K	Hold	20,000	–	–	0.02%	346
2022 Q1	$571K	Buy	20,000 +10,000	+100%	+$289K	0.03%	267
2021 Q4	$354K	Sell	10,000 -72	-0.7%	-$2.8K	0.02%	308
2021 Q3	$430K	Buy	10,072 +72	+0.7%	+$3.04K	0.03%	269
2021 Q2	$383K	Buy	+10,000	New	+$351K	0.03%	302

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

SteelPeak Wealth's XM Position: Q3 2022 in Review

SteelPeak Wealth sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q3 2022, closing a stake of 20,000 shares — an estimated $250K sold.

SteelPeak Wealth first reported a position in XM in Q2 2021 and held it in 5 quarters. The position peaked at $571K in Q1 2022. 167 funds tracked by Wall St. Rank hold XM as of Q3 2022.

SteelPeak Wealth reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
SteelPeak Wealth sold 20,000 Qualtrics International Inc. Class A Common Stock shares in Q3 2022, an estimated $250K.
SteelPeak Wealth first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2021 and held it in 5 quarters.
SteelPeak Wealth's Qualtrics International Inc. Class A Common Stock position peaked at $571K in Q1 2022.
167 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q3 2022.

Based on SteelPeak Wealth's 13F filing for Q3 2022, filed 26 Oct 2022.