FEG
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Financial Enhancement Group’s IBM IBM Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-202
Closed -$24K – 208
2022
Q3 		$24K Hold
202
– – 0.01% 161
2022
Q2 		$29K Hold
202
– – 0.01% 150
2022
Q1 		$26K Hold
202
– – ﹤0.01% 157
2021
Q4 		$27K Sell
202
-9
-4% -$1.13K ﹤0.01% 163
2021
Q3 		$28K Buy
211
+209
+10,450% +$27.9K 0.01% 160
2021
Q2 		$0 Hold
2
– – ﹤0.01% 288
2021
Q1 		$0 Sell
2
-207
-99% -$24.8K ﹤0.01% 299
2020
Q4 		$25K Buy
209
+187
+850% +$21.6K 0.01% 167
2020
Q3 		$3K Hold
22
– – ﹤0.01% 201
2020
Q2 		$3K Hold
22
– – ﹤0.01% 201
2020
Q1 		$2K Hold
22
– – ﹤0.01% 242
2019
Q4 		$3K Hold
22
– – ﹤0.01% 231
2019
Q3 		$3K Hold
22
– – ﹤0.01% 244
2019
Q2 		$3K Hold
22
– – ﹤0.01% 237
2019
Q1 		$3K Buy
+22
New +$2.8K ﹤0.01% 256

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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 Enhancement Group's IBM Position: Q4 2022 in Review

Financial Enhancement Group sold out of IBM (IBM) in Q4 2022, closing a stake of 202 shares — an estimated $24K sold.

Financial Enhancement Group first reported a position in IBM in Q1 2019 and held it in 15 quarters. The position peaked at $29K in Q2 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Financial Enhancement Group reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 202 IBM shares in Q4 2022, an estimated $24K.
  • Financial Enhancement Group first reported a position in IBM in Q1 2019 and held it in 15 quarters.
  • Financial Enhancement Group's IBM position peaked at $29K in Q2 2022.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.