Wealthcare Advisory Partners’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-230	Closed	-$8K	–	2014
2021 Q1	$8K	Buy	+230	New	+$9.33K	﹤0.01%	1540

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SLG

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthcare Advisory Partners's XM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2021, closing a stake of 230 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in XM in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 164 funds tracked by Wall St. Rank hold XM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 230 Qualtrics International Inc. Class A Common Stock shares in Q2 2021, an estimated $8K.
Wealthcare Advisory Partners first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 1 quarter.
Wealthcare Advisory Partners's Qualtrics International Inc. Class A Common Stock position peaked at $8K in Q1 2021.
164 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.