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Aevitas Wealth Management’s IBM IBM Stock Holding History

Aevitas Wealth Management’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
Q2 		– Sell
-881
Closed -$118K – 195
2019
Q1 		$118K Sell
881
-89
-9% -$11.3K 0.11% 128
2018
Q4 		$105K Sell
970
-166
-15% -$19.9K 0.11% 129
2018
Q3 		$164K Sell
1,136
-50
-4% -$6.99K 0.15% 114
2018
Q2 		$158K Sell
1,186
-322
-21% -$44.9K 0.15% 113
2018
Q1 		$221K Sell
1,508
-555
-27% -$84K 0.22% 98
2017
Q4 		$303K Buy
+2,063
New +$300K 0.29% 82

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aevitas Wealth Management's IBM Position: Q2 2019 in Review

Aevitas Wealth Management sold out of IBM (IBM) in Q2 2019, closing a stake of 881 shares — an estimated $118K sold.

Aevitas Wealth Management first reported a position in IBM in Q4 2017 and held it in 6 quarters. The position peaked at $303K in Q4 2017. 1,950 funds tracked by Wall St. Rank hold IBM as of Q2 2019.

  • Aevitas Wealth Management reported no remaining IBM position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 881 IBM shares in Q2 2019, an estimated $118K.
  • Aevitas Wealth Management first reported a position in IBM in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's IBM position peaked at $303K in Q4 2017.
  • 1,950 funds tracked by Wall St. Rank held IBM as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.