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Banco BTG Pactual’s IBM IBM Stock Holding History

Banco BTG Pactual’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
2023
Q2 		– Sell
-4,027
Closed -$498K – 137
2023
Q1 		$498K Buy
+4,027
New +$539K 0.18% 66
2019
Q2 		– Sell
-2,728
Closed -$368K – 76
2019
Q1 		$368K Buy
+2,728
New +$348K 0.11% 48
2018
Q4 		– Sell
-3,837
Closed -$555K – 68
2018
Q3 		$555K Buy
3,837
+1,881
+96% +$263K 0.47% 23
2018
Q2 		$261K Buy
+1,956
New +$273K 0.16% 38

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Banco BTG Pactual's IBM Position: Q2 2023 in Review

Banco BTG Pactual sold out of IBM (IBM) in Q2 2023, closing a stake of 4,027 shares — an estimated $498K sold.

Banco BTG Pactual first reported a position in IBM in Q2 2018 and held it in 4 quarters. The position peaked at $555K in Q3 2018. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

  • Banco BTG Pactual reported no remaining IBM position as of Q2 2023 after selling out during the quarter.
  • Banco BTG Pactual sold 4,027 IBM shares in Q2 2023, an estimated $498K.
  • Banco BTG Pactual first reported a position in IBM in Q2 2018 and held it in 4 quarters.
  • Banco BTG Pactual's IBM position peaked at $555K in Q3 2018.
  • 2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Banco BTG Pactual's 13F filing for Q2 2023, filed 14 Aug 2023.