CarsonAllaria Wealth Management’s IBM IBM Stock Holding History

CarsonAllaria 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 Q2	–	Sell	-144	Closed	-$18.9K	–	395
2023 Q1	$18.9K	Buy	+144	New	+$19.3K	0.02%	172

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CarsonAllaria Wealth Management's IBM Position: Q2 2023 in Review

CarsonAllaria Wealth Management sold out of IBM (IBM) in Q2 2023, closing a stake of 144 shares — an estimated $18.9K sold.

CarsonAllaria Wealth Management first reported a position in IBM in Q1 2023 and held it in 1 quarter. The position peaked at $18.9K in Q1 2023. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

CarsonAllaria Wealth Management reported no remaining IBM position as of Q2 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 144 IBM shares in Q2 2023, an estimated $18.9K.
CarsonAllaria Wealth Management first reported a position in IBM in Q1 2023 and held it in 1 quarter.
CarsonAllaria Wealth Management's IBM position peaked at $18.9K in Q1 2023.
2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.