Advisory Services & Investments’s IBM IBM Stock Holding History

Advisory Services & Investments’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
2024 Q3	$420K	Buy	+1,899	New	+$372K	0.29%	30

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisory Services & Investments's IBM Position: Q3 2024 in Review

Advisory Services & Investments opened a new position in IBM (IBM) in Q3 2024: 1,899 shares worth $420K. The stake represents 0.29% of the portfolio and ranks #30 among its holdings.

2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

Advisory Services & Investments held 1,899 shares of IBM worth $420K as of Q3 2024.
IBM was a new Advisory Services & Investments position in Q3 2024.
IBM made up 0.29% of Advisory Services & Investments's portfolio in Q3 2024, its #30 holding.
2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Advisory Services & Investments's 13F filing for Q3 2024, filed 12 Nov 2024.