Vanguard Personalized Indexing Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Vanguard Personalized Indexing 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
2023 Q2	–	Sell	-17,264	Closed	-$308K	–	1549
2023 Q1	$308K	Sell	17,264 -6,810	-28%	-$104K	0.01%	1109
2022 Q4	$250K	Buy	24,074 +5,391	+29%	+$56.5K	0.01%	1044
2022 Q3	$190K	Buy	18,683 +8,386	+81%	+$104K	0.01%	1119
2022 Q2	$129K	Buy	10,297 +3,049	+42%	+$54.3K	0.01%	1185
2022 Q1	$207K	Sell	7,248 -12,117	-63%	-$350K	0.01%	1114
2021 Q4	$686K	Buy	+19,365	New	+$753K	0.04%	566

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

Vanguard Personalized Indexing Management's XM Position: Q2 2023 in Review

Vanguard Personalized Indexing Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 17,264 shares — an estimated $308K sold.

Vanguard Personalized Indexing Management first reported a position in XM in Q4 2021 and held it in 6 quarters. The position peaked at $686K in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Vanguard Personalized Indexing Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 17,264 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $308K.
Vanguard Personalized Indexing Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 6 quarters.
Vanguard Personalized Indexing Management's Qualtrics International Inc. Class A Common Stock position peaked at $686K in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2023, filed 28 Jul 2023.