TSS
XM

Thomas Story & Son’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Thomas Story & Son’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
-14,805
Closed -$423K – 60
2022
Q1 		$423K Sell
14,805
-1,000
-6% -$28.9K 0.17% 49
2021
Q4 		$559K Sell
15,805
-5
-0% -$194 0.22% 44
2021
Q3 		$676K Buy
15,810
+445
+3% +$18.8K 0.28% 41
2021
Q2 		$588K Sell
15,365
-1,175
-7% -$41.3K 0.22% 47
2021
Q1 		$544K Buy
+16,540
New +$671K 0.21% 46

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thomas Story & Son's XM Position: Q2 2022 in Review

Thomas Story & Son sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2022, closing a stake of 14,805 shares — an estimated $423K sold.

Thomas Story & Son first reported a position in XM in Q1 2021 and held it in 5 quarters. The position peaked at $676K in Q3 2021. 189 funds tracked by Wall St. Rank hold XM as of Q2 2022.

  • Thomas Story & Son reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
  • Thomas Story & Son sold 14,805 Qualtrics International Inc. Class A Common Stock shares in Q2 2022, an estimated $423K.
  • Thomas Story & Son first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 5 quarters.
  • Thomas Story & Son's Qualtrics International Inc. Class A Common Stock position peaked at $676K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2022.

Based on Thomas Story & Son's 13F filing for Q2 2022, filed 11 Aug 2022.