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Better Money Decisions’s IBM IBM Stock Holding History

Better Money Decisions’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
-405
Closed -$57K – 217
2022
Q2 		$57K Buy
+405
New +$54.7K 0.05% 131
2021
Q4 		– Sell
-424
Closed -$56K – 290
2021
Q3 		$56K Hold
424
– – 0.05% 150
2021
Q2 		$59K Buy
424
+212
+100% +$29K 0.05% 136
2021
Q1 		$27K Buy
+212
New +$25.4K 0.03% 188

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

Better Money Decisions's IBM Position: Q3 2022 in Review

Better Money Decisions sold out of IBM (IBM) in Q3 2022, closing a stake of 405 shares — an estimated $57K sold.

Better Money Decisions first reported a position in IBM in Q1 2021 and held it in 4 quarters. The position peaked at $59K in Q2 2021. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Better Money Decisions reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 405 IBM shares in Q3 2022, an estimated $57K.
  • Better Money Decisions first reported a position in IBM in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's IBM position peaked at $59K in Q2 2021.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.