Wellington Management Group’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,576,729
| Closed | -$45.9M | – | 2078 |
|
|
2023
Q1 | $45.9M | Sell |
2,576,729
-1,939,720
| -43% | -$34.6M | 0.01% | 711 |
|
|
2022
Q4 | $46.9M | Sell |
4,516,449
-14,700
| -0.3% | -$153K | 0.01% | 700 |
|
|
2022
Q3 | $46.1M | Buy |
4,531,149
+1,551,728
| +52% | +$15.8M | 0.01% | 698 |
|
|
2022
Q2 | $37.3M | Sell |
2,979,421
-1,306,687
| -30% | -$16.3M | 0.01% | 757 |
|
|
2022
Q1 | $122M | Buy |
4,286,108
+798,977
| +23% | +$22.8M | 0.02% | 542 |
|
|
2021
Q4 | $123M | Buy |
3,487,131
+2,563,047
| +277% | +$90.7M | 0.02% | 579 |
|
|
2021
Q3 | $39.5M | Buy |
924,084
+61,587
| +7% | +$2.63M | 0.01% | 897 |
|
|
2021
Q2 | $33M | Buy |
862,497
+309,933
| +56% | +$11.9M | 0.01% | 961 |
|
|
2021
Q1 | $18.2M | Buy |
+552,564
| New | +$18.2M | ﹤0.01% | 1098 |
|