FFT Wealth Management’s IBM IBM Stock Holding History

FFT 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
2021 Q4	–	Sell	-2,005	Closed	-$266K	–	76
2021 Q3	$266K	Sell	2,005 -137	-6%	-$18.3K	0.03%	74
2021 Q2	$300K	Buy	+2,142	New	+$293K	0.07%	43
2020 Q1	–	Sell	-52	Closed	-$7K	–	38
2019 Q4	$7K	Buy	+52	New	+$6.76K	﹤0.01%	38
2017 Q3	–	Sell	-2,092	Closed	-$308K	–	50
2017 Q2	$308K	Buy	2,092 +523	+33%	+$78.8K	0.1%	66
2017 Q1	$261K	Hold	1,569	–	–	0.08%	74
2016 Q4	$249K	Hold	1,569	–	–	0.06%	73
2016 Q3	$236K	Hold	1,569	–	–	0.1%	59
2016 Q2	$229K	Hold	1,569	–	–	0.09%	57
2016 Q1	$227K	Hold	1,569	–	–	0.1%	54
2015 Q4	$206K	Buy	+1,569	New	+$211K	0.17%	55

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FFT Wealth Management's IBM Position: Q4 2021 in Review

FFT Wealth Management sold out of IBM (IBM) in Q4 2021, closing a stake of 2,005 shares — an estimated $266K sold.

FFT Wealth Management first reported a position in IBM in Q4 2015 and held it in 10 quarters. The position peaked at $308K in Q2 2017. 2,350 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

FFT Wealth Management reported no remaining IBM position as of Q4 2021 after selling out during the quarter.
FFT Wealth Management sold 2,005 IBM shares in Q4 2021, an estimated $266K.
FFT Wealth Management first reported a position in IBM in Q4 2015 and held it in 10 quarters.
FFT Wealth Management's IBM position peaked at $308K in Q2 2017.
2,350 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on FFT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.