Tradition Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-400	Closed	-$14K	–	1210
2021 Q4	$14K	Hold	400	–	–	﹤0.01%	831
2021 Q3	$17K	Hold	400	–	–	﹤0.01%	772
2021 Q2	$15K	Buy	+400	New	+$14K	﹤0.01%	841

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCGM

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

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

Tradition Wealth Management's XM Position: Q1 2022 in Review

Tradition Wealth Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2022, closing a stake of 400 shares — an estimated $14K sold.

Tradition Wealth Management first reported a position in XM in Q2 2021 and held it in 3 quarters. The position peaked at $17K in Q3 2021. 198 funds tracked by Wall St. Rank hold XM as of Q1 2022.

Tradition Wealth Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Tradition Wealth Management sold 400 Qualtrics International Inc. Class A Common Stock shares in Q1 2022, an estimated $14K.
Tradition Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2021 and held it in 3 quarters.
Tradition Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $17K in Q3 2021.
198 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.