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Connectus Wealth’s IBM IBM Stock Holding History

Connectus Wealth’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 		– Sell
-15,080
Closed -$2.47M – 418
2023
Q4 		$2.47M Sell
15,080
-12,328
-45% -$1.86M 0.05% 233
2023
Q3 		$3.85M Sell
27,408
-793
-3% -$113K 0.09% 190
2023
Q2 		$3.78M Buy
28,201
+860
+3% +$111K 0.09% 163
2023
Q1 		$3.59M Buy
27,341
+3,522
+15% +$471K 0.09% 169
2022
Q4 		$3.36M Buy
23,819
+6,247
+36% +$862K 0.08% 166
2022
Q3 		$2.09M Buy
17,572
+149
+0.9% +$19.6K 0.04% 259
2022
Q2 		$2.46M Buy
17,423
+1,259
+8% +$170K 0.06% 193
2022
Q1 		$2.16M Sell
16,164
-3,541
-18% -$462K 0.07% 161
2021
Q4 		$2.63M Buy
+19,705
New +$2.47M 0.1% 116

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

Connectus Wealth's IBM Position: Q1 2024 in Review

Connectus Wealth sold out of IBM (IBM) in Q1 2024, closing a stake of 15,080 shares — an estimated $2.47M sold.

Connectus Wealth first reported a position in IBM in Q4 2021 and held it in 9 quarters. The position peaked at $3.85M in Q3 2023. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Connectus Wealth reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 15,080 IBM shares in Q1 2024, an estimated $2.47M.
  • Connectus Wealth first reported a position in IBM in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's IBM position peaked at $3.85M in Q3 2023.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.