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Clearview Wealth Advisors’s IBM IBM Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-213
Closed -$28.5K – 345
2023
Q2 		$28.5K Hold
213
– – 0.03% 233
2023
Q1 		$27.9K Hold
213
– – 0.03% 237
2022
Q4 		$30K Sell
213
-31
-13% -$4.28K 0.02% 203
2022
Q3 		$29K Buy
244
+1
+0.4% +$131 0.02% 214
2022
Q2 		$34K Hold
243
– – 0.03% 220
2022
Q1 		$32K Buy
243
+1
+0.4% +$130 0.02% 244
2021
Q4 		$32K Sell
242
-1,255
-84% -$157K 0.02% 271
2021
Q3 		$199K Buy
1,497
+16
+1% +$2.14K 0.13% 115
2021
Q2 		$208K Buy
1,481
+672
+83% +$91.9K 0.13% 115
2021
Q1 		$103K Buy
809
+463
+134% +$55.4K 0.07% 152
2020
Q4 		$42K Buy
+346
New +$40K 0.03% 211

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearview Wealth Advisors's IBM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of IBM (IBM) in Q3 2023, closing a stake of 213 shares — an estimated $28.5K sold.

Clearview Wealth Advisors first reported a position in IBM in Q4 2020 and held it in 11 quarters. The position peaked at $208K in Q2 2021. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 213 IBM shares in Q3 2023, an estimated $28.5K.
  • Clearview Wealth Advisors first reported a position in IBM in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's IBM position peaked at $208K in Q2 2021.
  • 2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.