Fortis Advisors’s IBM IBM Stock Holding History

Fortis 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
2022 Q3	–	Sell	-33	Closed	-$4.33K	–	258
2022 Q2	$5K	Buy	+33	New	+$4.45K	﹤0.01%	238

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fortis Advisors's IBM Position: Q3 2022 in Review

Fortis Advisors sold out of IBM (IBM) in Q3 2022, closing a stake of 33 shares — an estimated $4.33K sold.

Fortis Advisors first reported a position in IBM in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

Fortis Advisors reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
Fortis Advisors sold 33 IBM shares in Q3 2022, an estimated $4.33K.
Fortis Advisors first reported a position in IBM in Q2 2022 and held it in 1 quarter.
Fortis Advisors's IBM position peaked at $5K in Q2 2022.
2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.