Advisors Preferred’s IBM IBM Stock Holding History

Advisors Preferred’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	-4,599	Closed	-$559K	–	195
2022 Q3	$559K	Sell	4,599 -184	-4%	-$24.1K	0.29%	45
2022 Q2	$675K	Buy	+4,783	New	+$646K	0.18%	55
2018 Q3	–	Sell	-140	Closed	-$19K	–	211
2018 Q2	$19K	Buy	+140	New	+$19.5K	0.01%	189
2017 Q1	–	Sell	-2,865	Closed	-$455K	–	232
2016 Q4	$455K	Buy	+2,865	New	+$436K	0.24%	54

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Advisors Preferred's IBM Position: Q4 2022 in Review

Advisors Preferred sold out of IBM (IBM) in Q4 2022, closing a stake of 4,599 shares — an estimated $559K sold.

Advisors Preferred first reported a position in IBM in Q4 2016 and held it in 4 quarters. The position peaked at $675K in Q2 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

Advisors Preferred reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
Advisors Preferred sold 4,599 IBM shares in Q4 2022, an estimated $559K.
Advisors Preferred first reported a position in IBM in Q4 2016 and held it in 4 quarters.
Advisors Preferred's IBM position peaked at $675K in Q2 2022.
2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Advisors Preferred's 13F filing for Q4 2022, filed 9 Feb 2023.