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Financial Synergies Wealth Advisors’s IBM IBM Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-198
Closed -$37.9K – 240
2024
Q1 		$37.9K Buy
198
+123
+164% +$22.4K 0.01% 148
2023
Q4 		$10.6K Sell
75
-121
-62% -$18.3K ﹤0.01% 183
2023
Q3 		$27.5K Buy
196
+2
+1% +$285 ﹤0.01% 152
2023
Q2 		$26K Sell
194
-23
-11% -$2.97K ﹤0.01% 146
2023
Q1 		$28.4K Buy
217
+142
+189% +$19K ﹤0.01% 145
2022
Q4 		$10.6K Buy
75
+65
+650% +$8.97K ﹤0.01% 183
2022
Q3 		$1.19K Sell
10
-2
-17% -$262 ﹤0.01% 279
2022
Q2 		$1.7K Buy
+12
New +$1.62K ﹤0.01% 257

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's IBM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of IBM (IBM) in Q2 2024, closing a stake of 198 shares — an estimated $37.9K sold.

Financial Synergies Wealth Advisors first reported a position in IBM in Q2 2022 and held it in 8 quarters. The position peaked at $37.9K in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 198 IBM shares in Q2 2024, an estimated $37.9K.
  • Financial Synergies Wealth Advisors first reported a position in IBM in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's IBM position peaked at $37.9K in Q1 2024.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.