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Coppell Advisory Solutions Corp’s IBM IBM Stock Holding History

Coppell Advisory Solutions Corp’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 		$224K Buy
+1,173
New +$214K 0.04% 236
2023
Q1 		– Sell
-695
Closed -$97.9K – 616
2022
Q4 		$97.9K Buy
+695
New +$95.9K 0.03% 223

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

Coppell Advisory Solutions Corp's IBM Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in IBM (IBM) in Q1 2024: 1,173 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #236 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IBM as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in IBM in Q4 2022 and has held it in 2 quarters since. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,173 shares of IBM worth $224K as of Q1 2024.
  • IBM was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • IBM made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #236 holding.
  • Coppell Advisory Solutions Corp first reported a position in IBM in Q4 2022 and has held it in 2 quarters since.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.