Divergent Wealth Advisors’s IBM IBM Stock Holding History

Divergent Wealth Advisors’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
2020 Q4	–	Sell	-2,851	Closed	-$332K	–	27
2020 Q3	$332K	Buy	2,851 +59	+2%	+$6.95K	0.09%	27
2020 Q2	$322K	Hold	2,792	–	–	0.09%	30
2020 Q1	$296K	Sell	2,792 -142	-5%	-$18K	0.11%	29
2019 Q4	$376K	Hold	2,934	–	–	0.11%	29
2019 Q3	$408K	Hold	2,934	–	–	0.13%	27
2019 Q2	$387K	Buy	2,934 +46	+2%	+$6.04K	0.12%	29
2019 Q1	$390K	Hold	2,888	–	–	0.13%	26
2018 Q4	$314K	Hold	2,888	–	–	0.12%	35
2018 Q3	$411K	Hold	2,888	–	–	0.14%	26
2018 Q2	$386K	Sell	2,888 -7	-0.2%	-$976	0.14%	26
2018 Q1	$425K	Buy	2,895 +1,374	+90%	+$208K	0.16%	25
2017 Q4	$223K	Buy	+1,521	New	+$221K	0.09%	16

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Divergent Wealth Advisors's IBM Position: Q4 2020 in Review

Divergent Wealth Advisors sold out of IBM (IBM) in Q4 2020, closing a stake of 2,851 shares — an estimated $332K sold.

Divergent Wealth Advisors first reported a position in IBM in Q4 2017 and held it in 12 quarters. The position peaked at $425K in Q1 2018. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

Divergent Wealth Advisors reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 2,851 IBM shares in Q4 2020, an estimated $332K.
Divergent Wealth Advisors first reported a position in IBM in Q4 2017 and held it in 12 quarters.
Divergent Wealth Advisors's IBM position peaked at $425K in Q1 2018.
2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Divergent Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.