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Financial Planning & Information Services’s IBM IBM Stock Holding History

Financial Planning & Information Services’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
-1,657
Closed -$234K – 77
2022
Q2 		$234K Buy
+1,657
New +$224K 0.06% 66
2022
Q1 		– Sell
-1,530
Closed -$204K – 83
2021
Q4 		$204K Sell
1,530
-70
-4% -$8.78K 0.05% 78
2021
Q3 		$213K Hold
1,600
– – 0.06% 72
2021
Q2 		$224K Buy
+1,600
New +$219K 0.07% 68

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 Planning & Information Services's IBM Position: Q3 2022 in Review

Financial Planning & Information Services sold out of IBM (IBM) in Q3 2022, closing a stake of 1,657 shares — an estimated $234K sold.

Financial Planning & Information Services first reported a position in IBM in Q2 2021 and held it in 4 quarters. The position peaked at $234K in Q2 2022. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Financial Planning & Information Services reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
  • Financial Planning & Information Services sold 1,657 IBM shares in Q3 2022, an estimated $234K.
  • Financial Planning & Information Services first reported a position in IBM in Q2 2021 and held it in 4 quarters.
  • Financial Planning & Information Services's IBM position peaked at $234K in Q2 2022.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Financial Planning & Information Services's 13F filing for Q3 2022, filed 25 Oct 2022.