Truist Financial’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Truist Financial’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	-21,300	Closed	-$380K	–	2704
2023 Q1	$380K	Sell	21,300 -2,500	-11%	-$38.2K	﹤0.01%	2138
2022 Q4	$247K	Sell	23,800 -948	-4%	-$9.93K	﹤0.01%	2319
2022 Q3	$252K	Buy	24,748 +998	+4%	+$12.4K	﹤0.01%	2182
2022 Q2	$297K	Sell	23,750 -1,244	-5%	-$22.1K	﹤0.01%	2223
2022 Q1	$714K	Sell	24,994 -270	-1%	-$7.8K	﹤0.01%	1797
2021 Q4	$894K	Buy	+25,264	New	+$982K	﹤0.01%	1696

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

Truist Financial's XM Position: Q2 2023 in Review

Truist Financial sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 21,300 shares — an estimated $380K sold.

Truist Financial first reported a position in XM in Q4 2021 and held it in 6 quarters. The position peaked at $894K in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Truist Financial reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Truist Financial sold 21,300 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $380K.
Truist Financial first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 6 quarters.
Truist Financial's Qualtrics International Inc. Class A Common Stock position peaked at $894K in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.