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Bell & Brown Wealth Advisors’s IBM IBM Stock Holding History

Bell & Brown 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
Q1 		– Sell
-2,245
Closed -$244K – 90
2018
Q4 		$244K Sell
2,245
-6,046
-73% -$726K 0.26% 72
2018
Q3 		$915K Buy
8,291
+178
+2% +$24.9K 0.85% 48
2018
Q2 		$1.08M Buy
8,113
+377
+5% +$52.6K 1.07% 39
2018
Q1 		$1.06M Buy
7,736
+124
+2% +$18.8K 1.12% 38
2017
Q4 		$1.12M Buy
+7,612
New +$1.11M 1.16% 37

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell & Brown Wealth Advisors's IBM Position: Q1 2019 in Review

Bell & Brown Wealth Advisors sold out of IBM (IBM) in Q1 2019, closing a stake of 2,245 shares — an estimated $244K sold.

Bell & Brown Wealth Advisors first reported a position in IBM in Q4 2017 and held it in 5 quarters. The position peaked at $1.12M in Q4 2017. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

  • Bell & Brown Wealth Advisors reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 2,245 IBM shares in Q1 2019, an estimated $244K.
  • Bell & Brown Wealth Advisors first reported a position in IBM in Q4 2017 and held it in 5 quarters.
  • Bell & Brown Wealth Advisors's IBM position peaked at $1.12M in Q4 2017.
  • 1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2019, filed 13 May 2019.