Acima Private Wealth’s IBM IBM Stock Holding History

Acima Private Wealth’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 Q3	–	Sell	-401	Closed	-$46K	–	233
2020 Q2	$46K	Hold	401	–	–	0.03%	163
2020 Q1	$42K	Hold	401	–	–	0.03%	163
2019 Q4	$51K	Hold	401	–	–	0.04%	186
2019 Q3	$55K	Hold	401	–	–	0.04%	187
2019 Q2	$53K	Hold	401	–	–	0.04%	173
2019 Q1	$54K	Hold	401	–	–	0.05%	166
2018 Q4	$44K	Buy	+401	New	+$48.1K	0.04%	165

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acima Private Wealth's IBM Position: Q3 2020 in Review

Acima Private Wealth sold out of IBM (IBM) in Q3 2020, closing a stake of 401 shares — an estimated $46K sold.

Acima Private Wealth first reported a position in IBM in Q4 2018 and held it in 7 quarters. The position peaked at $55K in Q3 2019. 1,991 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

Acima Private Wealth reported no remaining IBM position as of Q3 2020 after selling out during the quarter.
Acima Private Wealth sold 401 IBM shares in Q3 2020, an estimated $46K.
Acima Private Wealth first reported a position in IBM in Q4 2018 and held it in 7 quarters.
Acima Private Wealth's IBM position peaked at $55K in Q3 2019.
1,991 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Acima Private Wealth's 13F filing for Q3 2020, filed 14 May 2021.