All Terrain Financial Advisors’s IBM IBM Stock Holding History

All Terrain Financial 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
2021 Q1	–	Sell	-1,255	Closed	-$151K	–	98
2020 Q4	$151K	Sell	1,255 -4,080	-76%	-$472K	0.06%	88
2020 Q3	$621K	Hold	5,335	–	–	0.21%	53
2020 Q2	$616K	Sell	5,335 -209	-4%	-$24.3K	0.25%	51
2020 Q1	$588K	Buy	5,544 +1,151	+26%	+$146K	0.24%	55
2019 Q4	$563K	Hold	4,393	–	–	0.18%	77
2019 Q3	$611K	Hold	4,393	–	–	0.21%	73
2019 Q2	$579K	Buy	4,393 +3,138	+250%	+$412K	0.2%	74
2019 Q1	$169K	Sell	1,255 -837	-40%	-$107K	0.06%	171
2018 Q4	$227K	Hold	2,092	–	–	0.09%	131
2018 Q3	$302K	Hold	2,092	–	–	0.12%	120
2018 Q2	$279K	Buy	2,092 +523	+33%	+$72.9K	0.12%	120
2018 Q1	$230K	Buy	1,569 +523	+50%	+$79.1K	0.1%	140
2017 Q4	$153K	Buy	+1,046	New	+$152K	0.07%	181

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

All Terrain Financial Advisors's IBM Position: Q1 2021 in Review

All Terrain Financial Advisors sold out of IBM (IBM) in Q1 2021, closing a stake of 1,569 shares — an estimated $189K sold.

All Terrain Financial Advisors first reported a position in IBM in Q4 2017 and held it in 13 quarters. The position peaked at $797K in Q3 2019. 2,151 funds tracked by Wall St. Rank hold IBM as of Q1 2021.

All Terrain Financial Advisors reported no remaining IBM position as of Q1 2021 after selling out during the quarter.
All Terrain Financial Advisors sold 1,569 IBM shares in Q1 2021, an estimated $189K.
All Terrain Financial Advisors first reported a position in IBM in Q4 2017 and held it in 13 quarters.
All Terrain Financial Advisors's IBM position peaked at $797K in Q3 2019.
2,151 funds tracked by Wall St. Rank held IBM as of Q1 2021.

Based on All Terrain Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.