Flagship Private Wealth’s IBM IBM Stock Holding History

Flagship Private Wealth’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 Q3	–	Sell	-62	Closed	-$8.3K	–	156
2021 Q2	$8.3K	Buy	62 +1	+2%	+$137	0.01%	243
2021 Q1	$7.99K	Hold	61	–	–	0.01%	227
2020 Q4	$7.1K	Buy	+61	New	+$7.05K	0.01%	247

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Flagship Private Wealth's IBM Position: Q3 2021 in Review

Flagship Private Wealth sold out of IBM (IBM) in Q3 2021, closing a stake of 62 shares — an estimated $8.3K sold.

Flagship Private Wealth first reported a position in IBM in Q4 2020 and held it in 3 quarters. The position peaked at $8.3K in Q2 2021. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Flagship Private Wealth reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
Flagship Private Wealth sold 62 IBM shares in Q3 2021, an estimated $8.3K.
Flagship Private Wealth first reported a position in IBM in Q4 2020 and held it in 3 quarters.
Flagship Private Wealth's IBM position peaked at $8.3K in Q2 2021.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.