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Evolution Wealth Advisors’s IBM IBM Stock Holding History

Evolution 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
-60
Closed -$7K – 601
2020
Q3 		$7K Hold
60
– – ﹤0.01% 392
2020
Q2 		$7K Buy
+60
New +$6.97K ﹤0.01% 325
2020
Q1 		– Sell
-129
Closed -$16K – 465
2019
Q4 		$16K Buy
+129
New +$16.8K ﹤0.01% 249
2019
Q3 		– Sell
-130
Closed -$17K – 530
2019
Q2 		$17K Buy
+130
New +$17.1K 0.01% 141

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of IBM (IBM) in Q4 2020, closing a stake of 60 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in IBM in Q2 2019 and held it in 4 quarters. The position peaked at $17K in Q2 2019. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 60 IBM shares in Q4 2020, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in IBM in Q2 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's IBM position peaked at $17K in Q2 2019.
  • 2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.