True Wealth Design’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

True Wealth Design’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	-1	Closed	-$18	–	888
2023 Q1	$18	Hold	1	–	–	﹤0.01%	857
2022 Q4	$10	Buy	+1	New	+$10	﹤0.01%	802

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

True Wealth Design's XM Position: Q2 2023 in Review

True Wealth Design sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 1 share — an estimated $18 sold.

True Wealth Design first reported a position in XM in Q4 2022 and held it in 2 quarters. The position peaked at $18 in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

True Wealth Design reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
True Wealth Design sold 1 Qualtrics International Inc. Class A Common Stock share in Q2 2023, an estimated $18.
True Wealth Design first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
True Wealth Design's Qualtrics International Inc. Class A Common Stock position peaked at $18 in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on True Wealth Design's 13F filing for Q2 2023, filed 14 Aug 2023.