CSat Investment Advisory’s IBM IBM Stock Holding History

CSat Investment Advisory’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
2021 Q1	$7K	Buy	51 +12	+31%	+$1.44K	0.01%	476
2020 Q4	$5K	Sell	39 -24,274	-100%	-$2.81M	﹤0.01%	476
2020 Q3	$2.83M	Buy	24,313 +901	+4%	+$106K	0.25%	34
2020 Q2	$2.7M	Sell	23,412 -1,909	-8%	-$222K	0.33%	27
2020 Q1	$2.69M	Sell	25,321 -1,865	-7%	-$236K	0.57%	18
2019 Q4	$3.48M	Sell	27,186 -1,186	-4%	-$154K	0.92%	7
2019 Q3	$3.94M	Sell	28,372 -299	-1%	-$40.3K	1.24%	6
2019 Q2	$3.78M	Buy	28,671 +251	+0.9%	+$33K	1.34%	8
2019 Q1	$3.83M	Sell	28,420 -1,230	-4%	-$157K	1.94%	4
2018 Q4	$3.22M	Sell	29,650 -12,137	-29%	-$1.46M	1.92%	5
2018 Q3	$6.04M	Sell	41,787 -8,217	-16%	-$1.15M	3.44%	4
2018 Q2	$6.68M	Buy	+50,004	New	+$6.97M	3.56%	4

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Norges Bank Oslo, Norway $935B AUM

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

CSat Investment Advisory's IBM Position: Q1 2021 in Review

CSat Investment Advisory increased its IBM (IBM) stake by 31% in Q1 2021, buying an estimated $1.44K and bringing the position to 51 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #476.

CSat Investment Advisory first reported a position in IBM in Q2 2018 and has held it in 12 quarters since. The position peaked at $6.68M in Q2 2018. 2,152 funds tracked by Wall St. Rank hold IBM as of Q1 2021.

CSat Investment Advisory held 51 shares of IBM worth $7K as of Q1 2021.
CSat Investment Advisory bought 12 IBM shares in Q1 2021, an estimated $1.44K.
IBM made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #476 holding.
CSat Investment Advisory first reported a position in IBM in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's IBM position peaked at $6.68M in Q2 2018.
2,152 funds tracked by Wall St. Rank held IBM as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.