Demars Financial Group’s IBM IBM Stock Holding History

Demars Financial Group’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 Q1	–	Sell	-1,898	Closed	-$254K	–	93
2021 Q4	$254K	Sell	1,898 -31	-2%	-$3.89K	0.13%	78
2021 Q3	$256K	Buy	+1,929	New	+$258K	0.15%	75

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Demars Financial Group's IBM Position: Q1 2022 in Review

Demars Financial Group sold out of IBM (IBM) in Q1 2022, closing a stake of 1,898 shares — an estimated $254K sold.

Demars Financial Group first reported a position in IBM in Q3 2021 and held it in 2 quarters. The position peaked at $256K in Q3 2021. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

Demars Financial Group reported no remaining IBM position as of Q1 2022 after selling out during the quarter.
Demars Financial Group sold 1,898 IBM shares in Q1 2022, an estimated $254K.
Demars Financial Group first reported a position in IBM in Q3 2021 and held it in 2 quarters.
Demars Financial Group's IBM position peaked at $256K in Q3 2021.
2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on Demars Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.