Concorde Financial’s IBM IBM Stock Holding History

Concorde Financial’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
2022 Q2	–	Sell	-168	Closed	-$22K	–	47
2022 Q1	$22K	Buy	168 +100	+147%	+$13K	0.01%	48
2021 Q4	$9K	Buy	+68	New	+$8.53K	0.01%	99

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Concorde Financial's IBM Position: Q2 2022 in Review

Concorde Financial sold out of IBM (IBM) in Q2 2022, closing a stake of 168 shares — an estimated $22K sold.

Concorde Financial first reported a position in IBM in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

Concorde Financial reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
Concorde Financial sold 168 IBM shares in Q2 2022, an estimated $22K.
Concorde Financial first reported a position in IBM in Q4 2021 and held it in 2 quarters.
Concorde Financial's IBM position peaked at $22K in Q1 2022.
2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Concorde Financial's 13F filing for Q2 2022, filed 12 Aug 2022.