TWP
XM

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

TFO Wealth Partners’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
2021
Q2 		– Sell
-250
Closed -$8K – 204
2021
Q1 		$8K Buy
+250
New +$10.1K ﹤0.01% 138

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TFO Wealth Partners's XM Position: Q2 2021 in Review

TFO Wealth Partners sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2021, closing a stake of 250 shares — an estimated $8K sold.

TFO Wealth Partners first reported a position in XM in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 164 funds tracked by Wall St. Rank hold XM as of Q2 2021.

  • TFO Wealth Partners reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 250 Qualtrics International Inc. Class A Common Stock shares in Q2 2021, an estimated $8K.
  • TFO Wealth Partners first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 1 quarter.
  • TFO Wealth Partners's Qualtrics International Inc. Class A Common Stock position peaked at $8K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.