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Cedar Brook Financial Partners’s IBM IBM Stock Holding History

Cedar Brook Financial Partners’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
2024
Q3 		– Sell
-1,223
Closed -$212K – 15
2024
Q2 		$212K Sell
1,223
-7,023
-85% -$1.22M 1.59% 24
2024
Q1 		$1.57M Buy
8,246
+42
+0.5% +$7.66K 0.31% 78
2023
Q4 		$1.33M Sell
8,204
-735
-8% -$111K 0.3% 87
2023
Q3 		$1.25M Sell
8,939
-308
-3% -$43.8K 0.33% 80
2023
Q2 		$1.24M Buy
9,247
+492
+6% +$63.5K 0.29% 86
2023
Q1 		$1.15M Buy
8,755
+182
+2% +$24.3K 0.29% 87
2022
Q4 		$1.21M Buy
8,573
+17
+0.2% +$2.35K 0.34% 78
2022
Q3 		$1.02M Buy
8,556
+447
+6% +$58.7K 0.33% 80
2022
Q2 		$1.15M Buy
8,109
+19
+0.2% +$2.56K 0.36% 75
2022
Q1 		$1.05M Buy
8,090
+91
+1% +$11.9K 0.27% 85
2021
Q4 		$1.07M Sell
7,999
-58
-0.7% -$7.28K 0.27% 90
2021
Q3 		$1.07M Sell
8,057
-23
-0.3% -$3.08K 0.32% 82
2021
Q2 		$1.13M Buy
8,080
+280
+4% +$38.3K 0.33% 82
2021
Q1 		$994K Sell
7,800
-1,772
-19% -$212K 0.34% 73
2020
Q4 		$1.15M Buy
9,572
+1,585
+20% +$183K 0.41% 64
2020
Q3 		$929K Sell
7,987
-4
-0.1% -$471 0.36% 71
2020
Q2 		$923K Buy
7,991
+218
+3% +$25.3K 0.41% 65
2020
Q1 		$824K Buy
7,773
+1,207
+18% +$153K 0.46% 64
2019
Q4 		$841K Sell
6,566
-1,499
-19% -$195K 0.36% 77
2019
Q3 		$1.12M Buy
8,065
+2,880
+56% +$388K 0.49% 56
2019
Q2 		$684K Buy
5,185
+49
+1% +$6.44K 0.32% 99
2019
Q1 		$693K Buy
5,136
+274
+6% +$34.9K 0.34% 88
2018
Q4 		$528K Buy
+4,862
New +$584K 0.32% 101

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cedar Brook Financial Partners's IBM Position: Q3 2024 in Review

Cedar Brook Financial Partners sold out of IBM (IBM) in Q3 2024, closing a stake of 1,223 shares — an estimated $212K sold.

Cedar Brook Financial Partners first reported a position in IBM in Q4 2018 and held it in 23 quarters. The position peaked at $1.57M in Q1 2024. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Cedar Brook Financial Partners reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,223 IBM shares in Q3 2024, an estimated $212K.
  • Cedar Brook Financial Partners first reported a position in IBM in Q4 2018 and held it in 23 quarters.
  • Cedar Brook Financial Partners's IBM position peaked at $1.57M in Q1 2024.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2024, filed 21 Oct 2024.