Steward Partners Investment Advisory’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-23	Closed	–	–	3483
2022 Q3	$0	Sell	23 -23	-50%	-$286	﹤0.01%	3458
2022 Q2	$1K	Sell	46 -134	-74%	-$2.38K	﹤0.01%	3207
2022 Q1	$5K	Sell	180 -70	-28%	-$2.02K	﹤0.01%	2922
2021 Q4	$9K	Sell	250 -500	-67%	-$19.4K	﹤0.01%	2667
2021 Q3	$32K	Hold	750	–	–	﹤0.01%	2109
2021 Q2	$29K	Hold	750	–	–	﹤0.01%	4321
2021 Q1	$24.7K	Buy	+750	New	+$30.4K	﹤0.01%	2372

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

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

EIG

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Steward Partners Investment Advisory's XM Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q4 2022, closing a stake of 23 shares.

Steward Partners Investment Advisory first reported a position in XM in Q1 2021 and held it in 7 quarters. The position peaked at $32K in Q3 2021. 176 funds tracked by Wall St. Rank hold XM as of Q4 2022.

Steward Partners Investment Advisory reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 23 Qualtrics International Inc. Class A Common Stock shares in Q4 2022.
Steward Partners Investment Advisory first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 7 quarters.
Steward Partners Investment Advisory's Qualtrics International Inc. Class A Common Stock position peaked at $32K in Q3 2021.
176 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.