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Advocacy Wealth Management Services’s IBM IBM Stock Holding History

Advocacy Wealth Management Services’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
Q2 		– Sell
-2
Closed – – 165
2022
Q1 		$0 Hold
2
– – ﹤0.01% 204
2021
Q4 		$0 Hold
2
– – ﹤0.01% 190
2021
Q3 		$0 Hold
2
– – ﹤0.01% 186
2021
Q2 		$0 Buy
+2
New +$273 ﹤0.01% 202
2017
Q3 		– Sell
-111
Closed -$16K – 272
2017
Q2 		$16K Hold
111
– – 0.01% 155
2017
Q1 		$18K Buy
+111
New +$18.6K 0.01% 159
2016
Q4 		– Sell
-111
Closed -$17K – 342
2016
Q3 		$17K Sell
111
-131
-54% -$19.9K 0.01% 228
2016
Q2 		$35K Sell
242
-107
-31% -$15.3K 0.02% 179
2016
Q1 		$51K Hold
349
– – 0.04% 180
2015
Q4 		$46K Buy
+349
New +$46.9K 0.05% 173
2013
Q3 		$75K Buy
424
+363
+595% +$66K 0.21% 87
2013
Q2 		$11K Buy
+61
New +$11.9K 0.04% 178

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advocacy Wealth Management Services's IBM Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of IBM (IBM) in Q2 2022, closing a stake of 2 shares.

Advocacy Wealth Management Services first reported a position in IBM in Q2 2013 and held it in 12 quarters. The position peaked at $75K in Q3 2013. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 2 IBM shares in Q2 2022.
  • Advocacy Wealth Management Services first reported a position in IBM in Q2 2013 and held it in 12 quarters.
  • Advocacy Wealth Management Services's IBM position peaked at $75K in Q3 2013.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.