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Cetera Advisor Networks’s IBM IBM Stock Holding History

Cetera Advisor Networks’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
Q1 		$27.5M Buy
143,860
+8,398
+6% +$1.53M 0.14% 147
2023
Q4 		$22.2M Sell
135,462
-6,180
-4% -$934K 0.12% 162
2023
Q3 		$19.9M Buy
141,642
+4,009
+3% +$570K 0.13% 170
2023
Q2 		$18.4M Buy
137,633
+7,727
+6% +$997K 0.13% 176
2023
Q1 		$17M Buy
129,906
+7,282
+6% +$974K 0.13% 186
2022
Q4 		$17.3M Buy
122,624
+8,643
+8% +$1.19M 0.14% 171
2022
Q3 		$13.5M Buy
113,981
+23,582
+26% +$3.09M 0.17% 142
2022
Q2 		$12.8M Buy
90,399
+9,489
+12% +$1.28M 0.16% 141
2022
Q1 		$10.5M Buy
80,910
+4,324
+6% +$564K 0.13% 169
2021
Q4 		$10.2M Sell
76,586
-1,523
-2% -$191K 0.13% 176
2021
Q3 		$10.4M Buy
78,109
+975
+1% +$130K 0.14% 157
2021
Q2 		$10.8M Buy
77,134
+18,445
+31% +$2.52M 0.15% 149
2021
Q1 		$7.48M Buy
58,689
+2,962
+5% +$354K 0.16% 148
2020
Q4 		$6.71M Buy
55,727
+4,119
+8% +$476K 0.16% 146
2020
Q3 		$6M Sell
51,608
-304
-0.6% -$35.8K 0.16% 147
2020
Q2 		$5.99M Buy
51,912
+5,556
+12% +$645K 0.16% 140
2020
Q1 		$4.92M Buy
46,356
+1,069
+2% +$135K 0.16% 142
2019
Q4 		$5.8M Sell
45,287
-659
-1% -$85.6K 0.16% 133
2019
Q3 		$6.39M Buy
45,946
+1,451
+3% +$196K 0.19% 105
2019
Q2 		$5.88M Buy
44,495
+992
+2% +$130K 0.18% 119
2019
Q1 		$5.86M Buy
43,503
+4,405
+11% +$562K 0.19% 112
2018
Q4 		$4.25M Sell
39,098
-6,920
-15% -$831K 0.16% 124
2018
Q3 		$6.66M Buy
46,018
+15,583
+51% +$2.18M 0.23% 88
2018
Q2 		$4.07M Sell
30,435
-2,003
-6% -$279K 0.2% 92
2018
Q1 		$4.75M Buy
32,438
+3,163
+11% +$479K 0.21% 108
2017
Q4 		$4.29M Buy
29,275
+1,614
+6% +$235K 0.18% 124
2017
Q3 		$3.85M Buy
27,661
+2,123
+8% +$296K 0.18% 129
2017
Q2 		$3.76M Sell
25,538
-1,391
-5% -$210K 0.18% 126
2017
Q1 		$4.48M Sell
26,929
-71
-0.3% -$11.9K 0.21% 104
2016
Q4 		$4.29M Sell
27,000
-14,589
-35% -$2.22M 0.22% 102
2016
Q3 		$6.32M Buy
41,589
+12,731
+44% +$1.93M 0.24% 96
2016
Q2 		$4.19M Sell
28,858
-1,969
-6% -$282K 0.24% 97
2016
Q1 		$4.46M Sell
30,827
-1,275
-4% -$163K 0.28% 82
2015
Q4 		$4.23M Sell
32,102
-3,397
-10% -$456K 0.27% 88
2015
Q3 		$4.91M Buy
35,499
+638
+2% +$94.2K 0.34% 62
2015
Q2 		$5.35M Hold
34,861
– – 0.34% 58
2015
Q1 		$5.35M Sell
34,861
-4,507
-11% -$684K 0.34% 57
2014
Q4 		$6.03M Sell
39,368
-8,711
-18% -$1.39M 0.43% 50
2014
Q3 		$8.71M Buy
48,079
+2,604
+6% +$474K 0.59% 34
2014
Q2 		$7.88M Buy
45,475
+2,826
+7% +$509K 0.52% 36
2014
Q1 		$7.85M Buy
42,649
+4,119
+11% +$725K 0.56% 34
2013
Q4 		$6.91M Sell
38,530
-104
-0.3% -$17.9K 0.53% 40
2013
Q3 		$6.85M Buy
38,634
+4,982
+15% +$906K 0.59% 38
2013
Q2 		$6.15M Buy
+33,652
New +$6.55M 0.61% 31

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

Cetera Advisor Networks's IBM Position: Q1 2024 in Review

Cetera Advisor Networks increased its IBM (IBM) stake by 6.2% in Q1 2024, buying an estimated $1.53M and bringing the position to 143,860 shares worth $27.5M. The position accounts for 0.14% of the portfolio, ranked #147.

Cetera Advisor Networks first reported a position in IBM in Q2 2013 and has held it in 44 quarters since. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Cetera Advisor Networks held 143,860 shares of IBM worth $27.5M as of Q1 2024.
  • Cetera Advisor Networks bought 8,398 IBM shares in Q1 2024, an estimated $1.53M.
  • IBM made up 0.14% of Cetera Advisor Networks's portfolio in Q1 2024, its #147 holding.
  • Cetera Advisor Networks first reported a position in IBM in Q2 2013 and has held it in 44 quarters since.
  • 2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.