Echo45 Advisors’s IBM IBM Stock Holding History

Echo45 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
2022 Q2	–	Sell	-1,742	Closed	-$226K	–	64
2022 Q1	$226K	Sell	1,742 -434	-20%	-$56.6K	0.18%	69
2021 Q4	$291K	Buy	+2,176	New	+$273K	0.23%	70

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Echo45 Advisors's IBM Position: Q2 2022 in Review

Echo45 Advisors sold out of IBM (IBM) in Q2 2022, closing a stake of 1,742 shares — an estimated $226K sold.

Echo45 Advisors first reported a position in IBM in Q4 2021 and held it in 2 quarters. The position peaked at $291K in Q4 2021. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

Echo45 Advisors reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
Echo45 Advisors sold 1,742 IBM shares in Q2 2022, an estimated $226K.
Echo45 Advisors first reported a position in IBM in Q4 2021 and held it in 2 quarters.
Echo45 Advisors's IBM position peaked at $291K in Q4 2021.
2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Echo45 Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.