Atlas Private Wealth Management’s IBM IBM Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-235	Closed	-$30K	–	227
2021 Q1	$30K	Sell	235 -110	-32%	-$13.2K	0.02%	230
2020 Q4	$42K	Sell	345 -105	-23%	-$12.1K	0.03%	205
2020 Q3	$52K	Sell	450 -1,428	-76%	-$168K	0.04%	182
2020 Q2	$217K	Hold	1,878	–	–	0.17%	104
2020 Q1	$199K	Sell	1,878 -433	-19%	-$54.8K	0.18%	107
2019 Q4	$296K	Buy	+2,311	New	+$300K	0.23%	101

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

Atlas Private Wealth Management's IBM Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of IBM (IBM) in Q2 2021, closing a stake of 235 shares — an estimated $30K sold.

Atlas Private Wealth Management first reported a position in IBM in Q4 2019 and held it in 6 quarters. The position peaked at $296K in Q4 2019. 2,215 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

Atlas Private Wealth Management reported no remaining IBM position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 235 IBM shares in Q2 2021, an estimated $30K.
Atlas Private Wealth Management first reported a position in IBM in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's IBM position peaked at $296K in Q4 2019.
2,215 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.