Woodward Diversified Capital’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Woodward Diversified Capital’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 Q1	–	Sell	-15,101	Closed	-$535K	–	207
2021 Q4	$535K	Sell	15,101 -8,922	-37%	-$347K	0.31%	82
2021 Q3	$1.03M	Sell	24,023 -6,258	-21%	-$265K	0.64%	41
2021 Q2	$1.16M	Buy	30,281 +20,907	+223%	+$734K	0.66%	38
2021 Q1	$308K	Buy	+9,374	New	+$380K	0.18%	131

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

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

Woodward Diversified Capital's XM Position: Q1 2022 in Review

Woodward Diversified Capital sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2022, closing a stake of 15,101 shares — an estimated $535K sold.

Woodward Diversified Capital first reported a position in XM in Q1 2021 and held it in 4 quarters. The position peaked at $1.16M in Q2 2021. 198 funds tracked by Wall St. Rank hold XM as of Q1 2022.

Woodward Diversified Capital reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Woodward Diversified Capital sold 15,101 Qualtrics International Inc. Class A Common Stock shares in Q1 2022, an estimated $535K.
Woodward Diversified Capital first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 4 quarters.
Woodward Diversified Capital's Qualtrics International Inc. Class A Common Stock position peaked at $1.16M in Q2 2021.
198 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2022.

Based on Woodward Diversified Capital's 13F filing for Q1 2022, filed 14 Apr 2022.