Cadence Wealth Management’s IBM IBM Stock Holding History

Cadence 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
2023 Q1	–	Sell	-1,586	Closed	-$223K	–	35
2022 Q4	$223K	Buy	+1,586	New	+$219K	0.19%	22

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cadence Wealth Management's IBM Position: Q1 2023 in Review

Cadence Wealth Management sold out of IBM (IBM) in Q1 2023, closing a stake of 1,586 shares — an estimated $223K sold.

Cadence Wealth Management first reported a position in IBM in Q4 2022 and held it in 1 quarter. The position peaked at $223K in Q4 2022. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Cadence Wealth Management reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
Cadence Wealth Management sold 1,586 IBM shares in Q1 2023, an estimated $223K.
Cadence Wealth Management first reported a position in IBM in Q4 2022 and held it in 1 quarter.
Cadence Wealth Management's IBM position peaked at $223K in Q4 2022.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Cadence Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.