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Avitas Wealth Management’s IBM IBM Stock Holding History

Avitas 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
2022
Q3 		– Sell
-17,389
Closed -$2.46M – 201
2022
Q2 		$2.46M Buy
+17,389
New +$2.35M 0.54% 57
2018
Q3 		– Sell
-6,882
Closed -$919K – 158
2018
Q2 		$919K Buy
+6,882
New +$960K 0.29% 111

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avitas Wealth Management's IBM Position: Q3 2022 in Review

Avitas Wealth Management sold out of IBM (IBM) in Q3 2022, closing a stake of 17,389 shares — an estimated $2.46M sold.

Avitas Wealth Management first reported a position in IBM in Q2 2018 and held it in 2 quarters. The position peaked at $2.46M in Q2 2022. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Avitas Wealth Management reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 17,389 IBM shares in Q3 2022, an estimated $2.46M.
  • Avitas Wealth Management first reported a position in IBM in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's IBM position peaked at $2.46M in Q2 2022.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.