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DeDora Capital’s IBM IBM Stock Holding History

DeDora Capital’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
-35
Closed -$5K – 233
2022
Q1 		$5K Buy
+35
New +$4.56K ﹤0.01% 344
2020
Q4 		– Sell
-1,851
Closed -$215K – 92
2020
Q3 		$215K Buy
1,851
+23
+1% +$2.71K 0.12% 86
2020
Q2 		$211K Sell
1,828
-434
-19% -$50.4K 0.13% 88
2020
Q1 		$240K Buy
2,262
+29
+1% +$3.67K 0.18% 77
2019
Q4 		$286K Buy
+2,233
New +$290K 0.17% 85

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DeDora Capital's IBM Position: Q2 2022 in Review

DeDora Capital sold out of IBM (IBM) in Q2 2022, closing a stake of 35 shares — an estimated $5K sold.

DeDora Capital first reported a position in IBM in Q4 2019 and held it in 5 quarters. The position peaked at $286K in Q4 2019. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • DeDora Capital reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
  • DeDora Capital sold 35 IBM shares in Q2 2022, an estimated $5K.
  • DeDora Capital first reported a position in IBM in Q4 2019 and held it in 5 quarters.
  • DeDora Capital's IBM position peaked at $286K in Q4 2019.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.