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Cordatus Wealth Management’s IBM IBM Stock Holding History

Cordatus Wealth Management’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
Q3 		– Sell
-20,392
Closed -$2.88M – 103
2022
Q2 		$2.88M Buy
+20,392
New +$2.75M 1.34% 14
2019
Q2 		– Sell
-11,023
Closed -$1.49M – 126
2019
Q1 		$1.49M Buy
+11,023
New +$1.41M 0.82% 50

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cordatus Wealth Management's IBM Position: Q3 2022 in Review

Cordatus Wealth Management sold out of IBM (IBM) in Q3 2022, closing a stake of 20,392 shares — an estimated $2.88M sold.

Cordatus Wealth Management first reported a position in IBM in Q1 2019 and held it in 2 quarters. The position peaked at $2.88M in Q2 2022. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Cordatus Wealth Management reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
  • Cordatus Wealth Management sold 20,392 IBM shares in Q3 2022, an estimated $2.88M.
  • Cordatus Wealth Management first reported a position in IBM in Q1 2019 and held it in 2 quarters.
  • Cordatus Wealth Management's IBM position peaked at $2.88M in Q2 2022.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Cordatus Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.