Tyler-Stone Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Tyler-Stone 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 Q4	$2K	Hold	200	–	–	﹤0.01%	776
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	774
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	739
2022 Q1	$6K	Buy	+200	New	+$5.78K	﹤0.01%	659

Other funds holding XM

SLG

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

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

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Tyler-Stone Wealth Management's XM Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its Qualtrics International Inc. Class A Common Stock (XM) position steady in Q4 2022 at 200 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Tyler-Stone Wealth Management first reported a position in XM in Q1 2022 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 176 funds tracked by Wall St. Rank hold XM as of Q4 2022.

Tyler-Stone Wealth Management held 200 shares of Qualtrics International Inc. Class A Common Stock worth $2K as of Q4 2022.
Tyler-Stone Wealth Management left its Qualtrics International Inc. Class A Common Stock share count unchanged in Q4 2022.
Qualtrics International Inc. Class A Common Stock made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #776 holding.
Tyler-Stone Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2022 and has held it in 4 quarters since.
Tyler-Stone Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $6K in Q1 2022.
176 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.