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Capital Directions Investment Advisors’s IBM IBM Stock Holding History

Capital Directions Investment 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
2022
Q4 		$4.23K Buy
+30
New +$4.14K ﹤0.01% 226
2022
Q3 		– Sell
-180
Closed -$25K – 228
2022
Q2 		$25K Sell
180
-27
-13% -$3.64K 0.01% 164
2022
Q1 		$27K Buy
+207
New +$27K 0.01% 180
2021
Q4 		– Sell
-31
Closed -$4K – 128
2021
Q3 		$4K Hold
31
– – ﹤0.01% 246
2021
Q2 		$4K Buy
+31
New +$4.24K ﹤0.01% 223
2021
Q1 		– Sell
-31
Closed -$4K – 248
2020
Q4 		$4K Hold
31
– – ﹤0.01% 186
2020
Q3 		$4K Hold
31
– – ﹤0.01% 192
2020
Q2 		$4K Hold
31
– – ﹤0.01% 200
2020
Q1 		$3K Sell
31
-628
-95% -$79.4K ﹤0.01% 221
2019
Q4 		$84K Hold
659
– – 0.03% 103
2019
Q3 		$92K Buy
+659
New +$88.9K 0.03% 86
2018
Q3 		– Sell
-31
Closed -$4K – 179
2018
Q2 		$4K Buy
+31
New +$4.32K ﹤0.01% 134

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital Directions Investment Advisors's IBM Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in IBM (IBM) in Q4 2022: 30 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in IBM as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in IBM in Q2 2018 and has held it in 12 quarters since. The position peaked at $92K in Q3 2019. 2,433 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Capital Directions Investment Advisors held 30 shares of IBM worth $4.23K as of Q4 2022.
  • IBM was a new Capital Directions Investment Advisors position in Q4 2022.
  • IBM made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #226 holding.
  • Capital Directions Investment Advisors first reported a position in IBM in Q2 2018 and has held it in 12 quarters since.
  • Capital Directions Investment Advisors's IBM position peaked at $92K in Q3 2019.
  • 2,433 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.