Aquire Wealth Advisors’s IBM IBM Stock Holding History

Aquire 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
2022 Q1	–	Sell	-144	Closed	-$19K	–	119
2021 Q4	$19K	Buy	+144	New	+$18.1K	0.01%	111

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aquire Wealth Advisors's IBM Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of IBM (IBM) in Q1 2022, closing a stake of 144 shares — an estimated $19K sold.

Aquire Wealth Advisors first reported a position in IBM in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 2,337 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

Aquire Wealth Advisors reported no remaining IBM position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 144 IBM shares in Q1 2022, an estimated $19K.
Aquire Wealth Advisors first reported a position in IBM in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's IBM position peaked at $19K in Q4 2021.
2,337 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.