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Financial Advisory Partners’s IBM IBM Stock Holding History

Financial Advisory 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
2022
Q3 		– Sell
-27,812
Closed -$3.93M – 67
2022
Q2 		$3.93M Buy
27,812
+2,136
+8% +$288K 1.62% 21
2022
Q1 		$3.34M Buy
25,676
+1,319
+5% +$172K 1.23% 43
2021
Q4 		$3.26M Buy
+24,357
New +$3.05M 1.19% 43

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advisory Partners's IBM Position: Q3 2022 in Review

Financial Advisory Partners sold out of IBM (IBM) in Q3 2022, closing a stake of 27,812 shares — an estimated $3.93M sold.

Financial Advisory Partners first reported a position in IBM in Q4 2021 and held it in 3 quarters. The position peaked at $3.93M in Q2 2022. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Financial Advisory Partners reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
  • Financial Advisory Partners sold 27,812 IBM shares in Q3 2022, an estimated $3.93M.
  • Financial Advisory Partners first reported a position in IBM in Q4 2021 and held it in 3 quarters.
  • Financial Advisory Partners's IBM position peaked at $3.93M in Q2 2022.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Financial Advisory Partners's 13F filing for Q3 2022, filed 4 Oct 2023.