Advisor Group’s IBM IBM Stock Holding History

Advisor Group’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
2019 Q4	$7K	Buy	25 +9	+56%	+$1.17K	﹤0.01%	4516
2019 Q3	$3K	Buy	+16	New	+$2.16K	﹤0.01%	4842

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

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

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

Advisor Group's IBM Position: Q4 2019 in Review

Advisor Group reduced its IBM (IBM) stake by 4% in Q4 2019, selling an estimated $722K and leaving 134,546 shares worth $17.3M. The position accounts for 0.12% of the portfolio, ranked #159.

Advisor Group first reported a position in IBM in Q2 2016 and has held it in 15 quarters since. The position peaked at $19.5M in Q3 2019. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

Advisor Group held 134,546 shares of IBM worth $17.3M as of Q4 2019.
Advisor Group sold 5,555 IBM shares in Q4 2019, an estimated $722K.
IBM made up 0.12% of Advisor Group's portfolio in Q4 2019, its #159 holding.
Advisor Group first reported a position in IBM in Q2 2016 and has held it in 15 quarters since.
Advisor Group's IBM position peaked at $19.5M in Q3 2019.
2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.