Dynasty Wealth Management’s IBM IBM Stock Holding History

Dynasty Wealth Management’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
2018 Q4	–	Sell	-1,965	Closed	-$284K	–	45
2018 Q3	$284K	Buy	+1,965	New	+$275K	0.37%	79

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dynasty Wealth Management's IBM Position: Q4 2018 in Review

Dynasty Wealth Management sold out of IBM (IBM) in Q4 2018, closing a stake of 1,965 shares — an estimated $284K sold.

Dynasty Wealth Management first reported a position in IBM in Q3 2018 and held it in 1 quarter. The position peaked at $284K in Q3 2018. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Dynasty Wealth Management reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 1,965 IBM shares in Q4 2018, an estimated $284K.
Dynasty Wealth Management first reported a position in IBM in Q3 2018 and held it in 1 quarter.
Dynasty Wealth Management's IBM position peaked at $284K in Q3 2018.
1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.