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

Stifel Financial’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	-13,184	Closed	-$134K	–	3410
2022 Q3	$134K	Sell	13,184 -3,637	-22%	-$45.2K	﹤0.01%	3055
2022 Q2	$211K	Sell	16,821 -66,670	-80%	-$1.19M	﹤0.01%	2967
2022 Q1	$2.38M	Buy	83,491 +70,264	+531%	+$2.03M	﹤0.01%	1494
2021 Q4	$468K	Sell	13,227 -257	-2%	-$9.99K	﹤0.01%	2629
2021 Q3	$576K	Sell	13,484 -621	-4%	-$26.3K	﹤0.01%	2495
2021 Q2	$540K	Sell	14,105 -16,338	-54%	-$574K	﹤0.01%	2538
2021 Q1	$1M	Buy	+30,443	New	+$1.24M	﹤0.01%	1986

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

Stifel Financial's XM Position: Q4 2022 in Review

Stifel Financial sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q4 2022, closing a stake of 13,184 shares — an estimated $134K sold.

Stifel Financial first reported a position in XM in Q1 2021 and held it in 7 quarters. The position peaked at $2.38M in Q1 2022. 176 funds tracked by Wall St. Rank hold XM as of Q4 2022.

Stifel Financial reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Stifel Financial sold 13,184 Qualtrics International Inc. Class A Common Stock shares in Q4 2022, an estimated $134K.
Stifel Financial first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 7 quarters.
Stifel Financial's Qualtrics International Inc. Class A Common Stock position peaked at $2.38M in Q1 2022.
176 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.