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Advanced Research Investment Solutions’s IBM IBM Stock Holding History

Advanced Research 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
2022
Q4 		– Sell
-587
Closed -$70K – 84
2022
Q3 		$70K Hold
587
– – 0.04% 78
2022
Q2 		$83K Hold
587
– – 0.05% 38
2022
Q1 		$76K Hold
587
– – 0.03% 64
2021
Q4 		$78K Sell
587
-27
-4% -$3.39K 0.03% 83
2021
Q3 		$81.6K Hold
614
– – 0.04% 60
2021
Q2 		$86K Hold
614
– – 0.08% 26
2021
Q1 		$78K Hold
614
– – 0.09% 22
2020
Q4 		$74K Buy
+614
New +$71K 0.11% 19

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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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advanced Research Investment Solutions's IBM Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of IBM (IBM) in Q4 2022, closing a stake of 587 shares — an estimated $70K sold.

Advanced Research Investment Solutions first reported a position in IBM in Q4 2020 and held it in 8 quarters. The position peaked at $86K in Q2 2021. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 587 IBM shares in Q4 2022, an estimated $70K.
  • Advanced Research Investment Solutions first reported a position in IBM in Q4 2020 and held it in 8 quarters.
  • Advanced Research Investment Solutions's IBM position peaked at $86K in Q2 2021.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.