Alaska Wealth Advisors’s IBM IBM Stock Holding History

Alaska Wealth Advisors’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
2020 Q1	–	Sell	-1,617	Closed	-$207K	–	59
2019 Q4	$207K	Buy	+1,617	New	+$210K	0.03%	67
2018 Q4	–	Sell	-1,505	Closed	-$217K	–	56
2018 Q3	$217K	Hold	1,505	–	–	0.07%	46
2018 Q2	$201K	Hold	1,505	–	–	0.06%	49
2018 Q1	$220K	Hold	1,505	–	–	0.08%	44
2017 Q4	$220K	Buy	+1,505	New	+$219K	0.08%	41

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alaska Wealth Advisors's IBM Position: Q1 2020 in Review

Alaska Wealth Advisors sold out of IBM (IBM) in Q1 2020, closing a stake of 1,617 shares — an estimated $207K sold.

Alaska Wealth Advisors first reported a position in IBM in Q4 2017 and held it in 5 quarters. The position peaked at $220K in Q1 2018. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

Alaska Wealth Advisors reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
Alaska Wealth Advisors sold 1,617 IBM shares in Q1 2020, an estimated $207K.
Alaska Wealth Advisors first reported a position in IBM in Q4 2017 and held it in 5 quarters.
Alaska Wealth Advisors's IBM position peaked at $220K in Q1 2018.
1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Alaska Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.