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ARK Investment Management’s IBM IBM Stock Holding History

ARK Investment 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
2018
Q1 		– Sell
-383
Closed -$56K – 203
2017
Q4 		$56K Buy
+383
New +$55.7K ﹤0.01% 190
2017
Q3 		– Sell
-4,799
Closed -$706K – 146
2017
Q2 		$706K Sell
4,799
-18,814
-80% -$2.84M 0.14% 71
2017
Q1 		$3.93M Buy
+23,613
New +$3.96M 1.13% 35

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ARK Investment Management's IBM Position: Q1 2018 in Review

ARK Investment Management sold out of IBM (IBM) in Q1 2018, closing a stake of 383 shares — an estimated $56K sold.

ARK Investment Management first reported a position in IBM in Q1 2017 and held it in 3 quarters. The position peaked at $3.93M in Q1 2017. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • ARK Investment Management reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • ARK Investment Management sold 383 IBM shares in Q1 2018, an estimated $56K.
  • ARK Investment Management first reported a position in IBM in Q1 2017 and held it in 3 quarters.
  • ARK Investment Management's IBM position peaked at $3.93M in Q1 2017.
  • 1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on ARK Investment Management's 13F filing for Q1 2018, filed 14 May 2018.