Wells Fargo’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Wells Fargo’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	-117,383	Closed	-$2.09M	–	7742
2023 Q1	$2.09M	Buy	117,383 +37,508	+47%	+$573K	﹤0.01%	2818
2022 Q4	$829K	Sell	79,875 -10,129	-11%	-$106K	﹤0.01%	3357
2022 Q3	$916K	Buy	90,004 +4,729	+6%	+$58.8K	﹤0.01%	3294
2022 Q2	$1.07M	Sell	85,275 -9,073	-10%	-$162K	﹤0.01%	3250
2022 Q1	$2.69M	Buy	94,348 +5,631	+6%	+$163K	﹤0.01%	3008
2021 Q4	$3.14M	Sell	88,717 -12,550	-12%	-$488K	﹤0.01%	3042
2021 Q3	$4.33M	Sell	101,267 -16,916	-14%	-$715K	﹤0.01%	2973
2021 Q2	$4.52M	Buy	118,183 +23,000	+24%	+$808K	﹤0.01%	2959
2021 Q1	$3.13M	Buy	+95,183	New	+$3.86M	﹤0.01%	3292

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

Wells Fargo's XM Position: Q2 2023 in Review

Wells Fargo sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 117,383 shares — an estimated $2.09M sold.

Wells Fargo first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $4.52M in Q2 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Wells Fargo reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Wells Fargo sold 117,383 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $2.09M.
Wells Fargo first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Wells Fargo's Qualtrics International Inc. Class A Common Stock position peaked at $4.52M in Q2 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Wells Fargo's 13F filing for Q2 2023, filed 15 Aug 2023.