Worth Asset Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Worth Asset 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	-50	Closed	-$892	–	541
2023 Q1	$892	Hold	50	–	–	﹤0.01%	444
2022 Q4	$519	Hold	50	–	–	﹤0.01%	443
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	448
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	523
2022 Q1	$1K	Buy	+50	New	+$1.44K	﹤0.01%	531

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

Worth Asset Management's XM Position: Q2 2023 in Review

Worth Asset Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 50 shares — an estimated $892 sold.

Worth Asset Management first reported a position in XM in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Worth Asset Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Worth Asset Management sold 50 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $892.
Worth Asset Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2022 and held it in 5 quarters.
Worth Asset Management's Qualtrics International Inc. Class A Common Stock position peaked at $1K in Q3 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Worth Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.