Dougherty Wealth Advisers’s IBM IBM Stock Holding History

Dougherty Wealth Advisers’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
2019 Q3	–	Sell	-18	Closed	-$2K	–	198
2019 Q2	$2K	Hold	18	–	–	0.01%	236
2019 Q1	$2K	Hold	18	–	–	0.01%	199
2018 Q4	$2K	Buy	+18	New	+$2.16K	0.01%	213

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Dougherty Wealth Advisers's IBM Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of IBM (IBM) in Q3 2019, closing a stake of 18 shares — an estimated $2K sold.

Dougherty Wealth Advisers first reported a position in IBM in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 1,960 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

Dougherty Wealth Advisers reported no remaining IBM position as of Q3 2019 after selling out during the quarter.
Dougherty Wealth Advisers sold 18 IBM shares in Q3 2019, an estimated $2K.
Dougherty Wealth Advisers first reported a position in IBM in Q4 2018 and held it in 3 quarters.
Dougherty Wealth Advisers's IBM position peaked at $2K in Q2 2019.
1,960 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.