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Alera Investment Advisors’s IBM IBM Stock Holding History

Alera Investment 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
2024
Q3 		$453K Buy
2,050
+306
+18% +$60K 0.05% 146
2024
Q2 		$302K Buy
+1,744
New +$303K 0.04% 193
2019
Q2 		– Sell
-405
Closed -$55K – 494
2019
Q1 		$55K Sell
405
-372
-48% -$47.4K 0.03% 158
2018
Q4 		$84K Buy
+777
New +$93.3K 0.05% 130

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alera Investment Advisors's IBM Position: Q3 2024 in Review

Alera Investment Advisors increased its IBM (IBM) stake by 18% in Q3 2024, buying an estimated $60K and bringing the position to 2,050 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #146.

Alera Investment Advisors first reported a position in IBM in Q4 2018 and has held it in 4 quarters since. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Alera Investment Advisors held 2,050 shares of IBM worth $453K as of Q3 2024.
  • Alera Investment Advisors bought 306 IBM shares in Q3 2024, an estimated $60K.
  • IBM made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #146 holding.
  • Alera Investment Advisors first reported a position in IBM in Q4 2018 and has held it in 4 quarters since.
  • 2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.