Trium Capital’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Trium Capital’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
2023 Q2	–	Sell	-118,458	Closed	-$2.11M	–	94
2023 Q1	$2.11M	Buy	+118,458	New	+$1.81M	0.73%	42

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Trium Capital's XM Position: Q2 2023 in Review

Trium Capital sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 118,458 shares — an estimated $2.11M sold.

Trium Capital first reported a position in XM in Q1 2023 and held it in 1 quarter. The position peaked at $2.11M in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Trium Capital reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Trium Capital sold 118,458 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $2.11M.
Trium Capital first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2023 and held it in 1 quarter.
Trium Capital's Qualtrics International Inc. Class A Common Stock position peaked at $2.11M in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Trium Capital's 13F filing for Q2 2023, filed 11 Aug 2023.