Advanced Asset Management Advisors’s IBM IBM Stock Holding History

Advanced Asset Management Advisors’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
2023 Q1	–	Sell	-56	Closed	-$7.89K	–	156
2022 Q4	$7.89K	Buy	+56	New	+$7.72K	﹤0.01%	168
2018 Q4	–	Sell	-15,795	Closed	-$2.28M	–	124
2018 Q3	$2.28M	Sell	15,795 -26	-0.2%	-$3.63K	0.83%	21
2018 Q2	$2.11M	Sell	15,821 -8,342	-35%	-$1.16M	0.68%	29
2018 Q1	$3.54M	Sell	24,163 -26	-0.1%	-$3.93K	1.18%	16
2017 Q4	$3.55M	Buy	+24,189	New	+$3.52M	1.17%	16

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advanced Asset Management Advisors's IBM Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of IBM (IBM) in Q1 2023, closing a stake of 56 shares — an estimated $7.89K sold.

Advanced Asset Management Advisors first reported a position in IBM in Q4 2017 and held it in 5 quarters. The position peaked at $3.55M in Q4 2017. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Advanced Asset Management Advisors reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 56 IBM shares in Q1 2023, an estimated $7.89K.
Advanced Asset Management Advisors first reported a position in IBM in Q4 2017 and held it in 5 quarters.
Advanced Asset Management Advisors's IBM position peaked at $3.55M in Q4 2017.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.