Castle Financial & Retirement Planning Associates’s IBM IBM Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$0	Buy	+3	New	+$376	﹤0.01%	215

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Castle Financial & Retirement Planning Associates's IBM Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in IBM (IBM) in Q4 2021: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #215 among its holdings.

2,352 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

Castle Financial & Retirement Planning Associates held 3 shares of IBM worth $0 as of Q4 2021.
IBM was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
IBM made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #215 holding.
2,352 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.