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Accurate Investment Solutions’s IBM IBM Stock Holding History

Accurate Investment Solutions’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-31,257
Closed -$3.31M – 177
2020
Q1 		$3.31M Buy
31,257
+2,118
+7% +$268K 2.69% 12
2019
Q4 		$3.73M Sell
29,139
-1,745
-6% -$227K 2.43% 21
2019
Q3 		$4.29M Buy
30,884
+62
+0.2% +$8.36K 3.14% 13
2019
Q2 		$4.06M Buy
30,822
+719
+2% +$94.5K 3.09% 15
2019
Q1 		$4.06M Buy
30,103
+4,635
+18% +$591K 3.19% 11
2018
Q4 		$2.77M Sell
25,468
-1,556
-6% -$187K 2.51% 22
2018
Q3 		$3.91M Buy
27,024
+560
+2% +$78.3K 2.71% 17
2018
Q2 		$3.53M Buy
26,464
+810
+3% +$113K 2.6% 19
2018
Q1 		$3.76M Buy
25,654
+23,925
+1,384% +$3.62M 2.85% 13
2017
Q4 		$253K Buy
1,729
+4
+0.2% +$582 0.19% 51
2017
Q3 		$239K Buy
1,725
+34
+2% +$4.74K 0.18% 54
2017
Q2 		$249K Buy
1,691
+3
+0.2% +$452 0.2% 42
2017
Q1 		$281K Buy
1,688
+3
+0.2% +$503 0.23% 39
2016
Q4 		$267K Buy
1,685
+2
+0.1% +$305 0.24% 43
2016
Q3 		$256K Sell
1,683
-6
-0.4% -$911 0.23% 42
2016
Q2 		$245K Sell
1,689
-110
-6% -$15.7K 0.26% 37
2016
Q1 		$260K Buy
1,799
+89
+5% +$11.4K 0.25% 44
2015
Q4 		$225K Buy
+1,710
New +$230K 0.21% 47

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Investment Solutions's IBM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of IBM (IBM) in Q2 2020, closing a stake of 31,257 shares — an estimated $3.31M sold.

Accurate Investment Solutions first reported a position in IBM in Q4 2015 and held it in 18 quarters. The position peaked at $4.29M in Q3 2019. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

  • Accurate Investment Solutions reported no remaining IBM position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 31,257 IBM shares in Q2 2020, an estimated $3.31M.
  • Accurate Investment Solutions first reported a position in IBM in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's IBM position peaked at $4.29M in Q3 2019.
  • 1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.