Summit Trail Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Summit Trail Advisors’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 Q2	–	Sell	-7,783	Closed	-$222K	–	420
2022 Q1	$222K	Buy	7,783 +383	+5%	+$11.1K	0.02%	288
2021 Q4	$262K	Sell	7,400 -138	-2%	-$5.36K	0.02%	247
2021 Q3	$322K	Buy	7,538 +138	+2%	+$5.84K	0.02%	196
2021 Q2	$283K	Hold	7,400	–	–	0.02%	179
2021 Q1	$244K	Buy	+7,400	New	+$300K	0.03%	174

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GCGM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's XM Position: Q2 2022 in Review

Summit Trail Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2022, closing a stake of 7,783 shares — an estimated $222K sold.

Summit Trail Advisors first reported a position in XM in Q1 2021 and held it in 5 quarters. The position peaked at $322K in Q3 2021. 189 funds tracked by Wall St. Rank hold XM as of Q2 2022.

Summit Trail Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
Summit Trail Advisors sold 7,783 Qualtrics International Inc. Class A Common Stock shares in Q2 2022, an estimated $222K.
Summit Trail Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 5 quarters.
Summit Trail Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $322K in Q3 2021.
189 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2022.

Based on Summit Trail Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.