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Beacon Pointe Wealth Advisors’s IBM IBM Stock Holding History

Beacon Pointe 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
2019
Q4 		$676K Buy
5,280
+806
+18% +$105K 0.12% 135
2019
Q3 		$624K Sell
4,474
-2,403
-35% -$324K 0.13% 136
2019
Q2 		$908K Sell
6,877
-11
-0.2% -$1.45K 0.19% 105
2019
Q1 		$927K Sell
6,888
-273
-4% -$34.8K 0.21% 99
2018
Q4 		$777K Buy
+7,161
New +$859K 0.28% 93

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Beacon Pointe Wealth Advisors's IBM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its IBM (IBM) stake by 18% in Q4 2019, buying an estimated $105K and bringing the position to 5,280 shares worth $676K. The position accounts for 0.12% of the portfolio, ranked #135.

Beacon Pointe Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 5 quarters since. The position peaked at $927K in Q1 2019. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 5,280 shares of IBM worth $676K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 806 IBM shares in Q4 2019, an estimated $105K.
  • IBM made up 0.12% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #135 holding.
  • Beacon Pointe Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's IBM position peaked at $927K in Q1 2019.
  • 2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.