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Engrave Wealth Partners’s IBM IBM Stock Holding History

Engrave Wealth Partners’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
2023
Q4 		$494K Buy
3,022
+39
+1% +$5.89K 0.14% 51
2023
Q3 		$419K Buy
2,983
+300
+11% +$42.7K 0.13% 45
2023
Q2 		$359K Sell
2,683
-7
-0.3% -$903 0.11% 45
2023
Q1 		$339K Sell
2,690
-40
-1% -$5.35K 0.11% 49
2022
Q4 		$383K Buy
2,730
+653
+31% +$90.1K 0.13% 49
2022
Q3 		$247K Buy
2,077
+1
+0% +$131 0.12% 51
2022
Q2 		$293K Hold
2,076
– – 0.13% 45
2022
Q1 		$270K Hold
2,076
– – 0.1% 45
2021
Q4 		$277K Sell
2,076
-420
-17% -$52.7K 0.08% 57
2021
Q3 		$331K Hold
2,496
– – 0.1% 53
2021
Q2 		$350K Buy
2,496
+316
+14% +$43.2K 0.11% 56
2021
Q1 		$278K Buy
2,180
+9
+0.4% +$1.08K 0.11% 57
2020
Q4 		$263K Sell
2,171
-345
-14% -$39.9K 0.22% 48
2020
Q3 		$293K Buy
2,516
+334
+15% +$39.3K 0.28% 34
2020
Q2 		$251K Sell
2,182
-157
-7% -$18.2K 0.22% 40
2020
Q1 		$248K Sell
2,339
-68
-3% -$8.6K 0.29% 30
2019
Q4 		$308K Buy
+2,407
New +$313K 0.3% 32

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Engrave Wealth Partners's IBM Position: Q4 2023 in Review

Engrave Wealth Partners increased its IBM (IBM) stake by 1.3% in Q4 2023, buying an estimated $5.89K and bringing the position to 3,022 shares worth $494K. The position accounts for 0.14% of the portfolio, ranked #51.

Engrave Wealth Partners first reported a position in IBM in Q4 2019 and has held it in 17 quarters since. 2,679 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Engrave Wealth Partners held 3,022 shares of IBM worth $494K as of Q4 2023.
  • Engrave Wealth Partners bought 39 IBM shares in Q4 2023, an estimated $5.89K.
  • IBM made up 0.14% of Engrave Wealth Partners's portfolio in Q4 2023, its #51 holding.
  • Engrave Wealth Partners first reported a position in IBM in Q4 2019 and has held it in 17 quarters since.
  • 2,679 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.