Alterna Wealth Management’s IBM IBM Stock Holding History

Alterna 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
2020 Q4	–	Sell	-1,771	Closed	-$206K	–	94
2020 Q3	$206K	Buy	+1,771	New	+$209K	0.3%	65
2020 Q1	–	Sell	-2,294	Closed	-$294K	–	90
2019 Q4	$294K	Hold	2,294	–	–	0.33%	65
2019 Q3	$319K	Sell	2,294 -29	-1%	-$3.91K	0.38%	58
2019 Q2	$306K	Buy	+2,323	New	+$305K	0.37%	66
2019 Q1	–	Sell	-9,776	Closed	-$1.44M	–	211
2018 Q4	$1.44M	Buy	+9,776	New	+$1.17M	0.23%	73

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Alterna Wealth Management's IBM Position: Q4 2020 in Review

Alterna Wealth Management sold out of IBM (IBM) in Q4 2020, closing a stake of 1,771 shares — an estimated $206K sold.

Alterna Wealth Management first reported a position in IBM in Q4 2018 and held it in 5 quarters. The position peaked at $1.44M in Q4 2018. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

Alterna Wealth Management reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
Alterna Wealth Management sold 1,771 IBM shares in Q4 2020, an estimated $206K.
Alterna Wealth Management first reported a position in IBM in Q4 2018 and held it in 5 quarters.
Alterna Wealth Management's IBM position peaked at $1.44M in Q4 2018.
2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Alterna Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.